$AMD CEO: “Inference will be a much bigger market than training.”
Inference is growing so fast that more than half of the AI workloads will be inference next year.
$NVDA bought Groq to enhance its inference capabilities; $GOOG is developing a new custom ASIC with $MRVL specifically to boost inference performance.
One of the biggest beneficiaries of increasing inference demand will be $AMD.
Its GPUs integrate larger memory bandwith and capacity, reducing latency and optimizing inference performance.
Also, one of the main drivers of the inference demand will be agentic loops. This will explode CPU demand as well because planning and orchestration of agentic workflows are heavy on CPUs.
$AMD can take market share from $NVDA in this environment by bundling CPU allocation to GPU sales.
Never been more bullish on $AMD .
Phenomenal effort in eastern Washington helping a family with a member battling cancer. An absolute treat to be apart of. The farming community is the best community.
The Mainstem project will add value to the local and regional ag industry and growers. Craft malt is an up-and-coming industry as malt becomes just as important as hops to distinguish breweries in a growing craft beer market.
Cool article @MainstemMalt!
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Two weeks ago, https://t.co/PCZOyqfoGc launched. Last week we started shipping our first orders. I wrote a piece telling the story about how I got here today. https://t.co/rHZOlRtwL4