1 of the biggest shifts in ai has been training AI chips to inference-optimised chips - and for GOOD reason:

inference is where the money (and intelligence) is made
> anthropic is rumored to make 80% revenue margins on inference. they’ll be profitable before any other ai lab.
> apple, meta, openai, google are all making their own custom ai chips for and inference
> chinese model labs (despite the hardware handicap) build frontier intelligence purely by forcing the model to think of longer.
point is: inference is going to out-grow another ai service for a country mile.