“The inferencing market is gonna be the largest part of AI compute. It's expected to be over a trillion dollar market, you know, call it in the next five years.”
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Total addressable market for AI inference services and hardware reaches or exceeds $1 trillion USD
Braden Rogers predicts organizations will adopt multiple AI providers with varying policy and capability levels, creating management complexity.
Paul Appleby predicts that companies and governments will increasingly build their own on-premises AI data centers and factories.
AI chips will remain in short supply for at least 3-4 years.
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