Watch these clips of Cathie Wood.
Basically two interviews where Cathie states that inference is likely to see extreme positive growth given cost of training going down meaning i.e. there’s going to be a shift from training chips to inference chips.
Given 90% of an AI models costs over its lifetime is inference (in the field use), we are in the box seat.
https://youtu.be/lrWJ-vP5NVc?si=Vk39JFpIugnYd7Ur
https://youtu.be/aThejSuMX-I?si=22XRGRhNoEuk_kTQ
Age Paper today. “ A rise in software investment “ Akida ?, page-2
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