Why inference is becoming the bigger AI hardware story than training

Genzinvestor16180339 · reddit · 2026-07-23

A Reddit user asks why inference is becoming more important than training in AI hardware discussions, and whether reasoning models will keep pushing inference compute higher.

They also ask if companies like Etched are attractive because they build chips optimized for transformer inference, and how much of today’s inference stack would survive if transformers were eventually replaced by a different architecture.

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