Inference Companies Ship Gateways, Gateway Companies Ship Inference — the Lines Are Blurring

michellechen · x · 2026-10-06

The author observes a notable convergence in AI infrastructure: inference providers are announcing gateways while gateway providers are announcing inference services. They argue the categorical primitives chosen back in 2023 have proven correct.

The quoted Cloudflare blog is a 2023 Birthday Week recap of product launches and AI-related startup opportunities, serving as historical context for this convergence.

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