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Jensen Huang wih Nvidia hardware
  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

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A black-and-white photo of Sam Altman against a green background.
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A composite image of Sam Altman and Tim Cook.
OpenAI CEO Sam Altman has the voice assistant Apple CEO Tim Cook wishes he had.
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Jensen Huang smiling whilst wearing a navy blue suit, light blue shirt and dark blue tie
Jensen Huang said demand will continue to be stronger than its supply provides