inference
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 9, 2026 by Vamshi Ambati · across every show →
Everything said about inference, oldest first
Jun 9, 2026 neutral
Ambati: AI infrastructure spending is now driven primarily by inference
“The whole big bet of open AI, you know, trying to build these target and other You know, big data centers is not that they just want to train on this, because that cost is a one-time cost, right? So you train ones, you sort of run inference for a lifetime. So …”