AI inference

“What you're referring to is a project where AI was leveraged by our research teams to screen over thirty-two million candidates for a new electrolyte for advanced batteries. Thanks to AI inference, you know, the R&D scientists were able to go from that number …”

“What we're really seeing is inference. Can come in, in like, five-ish megawatt blocks, and you can solve for it a bit differently. Now, the densification is still there, and then the private AI pieces, there's hot spots where it can be, you know, a couple of m…”

“I would say that there's been a lot of growth in that, but we see that kind of leveling out where we really see the consumption of AI or inference that's driving that regional specific growth going forward. And I think that's where it's more embedded. And a lo…”

“I think increasingly most of the inference workload will come from other software agents.”

“It's not hard to picture that, like, if somebody's gonna move a lot of this inference on device, it's gonna be Apple.”

“If the optimism about AI is to be justified, you're going to have to see inference costs go way up because that will be an indicator that adoption has gone up in a fairly significant way, both among individual users, but also among companies and enterprise use…”

“And some of the people in the energy space may know that there are massive energy fluctuations or power fluctuations we will see in data center usage when the GPUs go from this computational intensive phase where you're learning the model weights to this commu…”

“You don't strictly need a gigawatt of capacity to be able to do useful work. You probably don't even need a hundred megawatts of capacity. It gets a little bit more interesting than that because of, let's say, co-located compute and storage and networking and …”