ChipsThe story, in brief
The GPU Boom Is Over—The Cloud Boom Has Just Begun
The GPU boom is over. What comes next will cost even more.
The KeyNews take
Why it matters
As AI workloads shift from training to inference at scale, infrastructure leaders must rethink capex allocation. Cloud providers now face a new bottleneck: distributed inference compute, not GPUs for training.
The key facts
4 to knowShift from training-centric to inference-centric AI infrastructure model
GPU demand plateau as inference becomes primary cost driver
Cloud infrastructure becoming the new battleground for AI competitive advantage
Inference workload scaling requirements differ fundamentally from training
Go to the source
Forbes Innovationforbes.com
Publisher excerpt: AI infrastructure has shifted from a training-centric model to one increasingly defined by inference.