Inference providers will have to become full cloud providers, says a new take
matt_slotnick · x · 2026-07-24
The poster argues that every inference provider will eventually have to become a full cloud provider.
Their broader claim is that Anthropic and OpenAI are on a collision course with the big hyperscalers — Google Cloud, Microsoft, and AWS — because serving inference at scale pushes providers deeper into cloud-like infrastructure, distribution, and platform economics.
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