Competition on AI latency will force local GPU deployments in major markets
Dr. Ben Lee · Will inference move to the edge? · Dec 18, 2025 · at 33:26
Dr. Ben Lee analyzes what market dynamic would compel tech companies to invest in localized edge inference data centers.
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“I think the catch there will be if one of these model providers or one of these application developers makes performance a distinguishing feature of their offering, right? If they start competing on performance rather than on capability, then we're going to see, well, I may have a thousand GPUs in the middle of Nebraska, That are already deployed, but if I really want to break into the San Francisco market, I've got to build my GPUs right there and have them available.”
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