AI Inference to Become Software's Largest Market by 2027 at $350B

Theory Ventures' Tomasz Tunguz argues that AI inference will overtake databases as software's most important market, reaching about $350 billion by 2027—nearly double the database market—after enterprises pay roughly $25 billion to run AI models in 2025.

2026-10-08 ~ 2026-10-09 · 2 related posts

• AI inference to hit ~$350B by 2027, nearly 2x the database market — Tunguz on software's new center of gravity — rseroter · 2026-10-08
• AI inference to hit ~$350B by 2027, surpassing databases as software's biggest market — demian_ai · 2026-10-09