In the Inference Era, Cloud Providers Compete on Revenue per Watt

Ben Bajarin argues that in the inference era, cloud providers decide which compute infrastructure runs AI requests, basing hardware deployment purely on total cost of ownership and revenue per watt.

2026-08-19 ~ 2026-08-19 · 2 related posts

• Inference Era Competition: Cloud Decisions Driven by Revenue per Watt — BenBajarin · 2026-08-19
• Inference era compute race: Cloud hosts decide on TCO vs revenue per watt — BenBajarin · 2026-08-19