R&D and Training Will Both Drive Up Inference Demand

inductionheads · x · 2026-07-20

The author argues that the statements "R&D = more inference" and "training = more inference" are fundamentally aligned: whether it's R&D or training, both ultimately translate into greater inference consumption.

He therefore pushes back against the narrative that "more inference spending means less R&D spending," arguing that this is logically inconsistent.

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