Ben Thompson / Stratechery:

Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved  —  Subscribe to get access  —  If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat.

Ben Thompson / Stratechery:

Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved  —  Subscribe to get access  —  If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat.

Source: TechMeme
Source Link: https://www.techmeme.com/260511/p26#a260511p26