AI inference hardware
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →
Everything said about AI inference hardware, oldest first
Jun 30, 2026 bullish
Wachen: Inference clusters will quickly scale to tens of thousands of chips
“And, you know, the inference side, you know, today people usually think about it as an eight chip cluster, or maybe just, you know, NVL as the scale up domain but very quickly, this is going to become thousands of chips and tens of thousands of chips.”