Inference now bigger than training, and it's reshaping data center buildouts

AccBalanced · x · 2026-10-03

Inference has already surpassed training as the biggest market and will change how data centers get built. Unlike training, which requires thousands of GPUs in one place, inference favors distributed smaller facilities: easier to power (use spare power anywhere) and lighter regulation. Examples cited: NVIDIA building 25 small data centers of 5-20MW each, and Akamai running inference across 4,400 smaller sites worldwide. Smaller data centers could be highly profitable with lower risk.

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