The suspicious compute slowdown: is workload shifting from training to inference?
pdamodaran · x · 2026-09-13
A market commentator finds the industry's collective "slowdown" agreement suspicious, offering two readings: it may be a tacit admission that compute workload is shifting from unnecessary training to inference, and an admission that the current stack is inefficient and needs improvement from multiple angles — with implications for $QQQ.
Related event: Amodei, Altman and Musk unite on slowing AI, sparking debate over motives(62 posts)→
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