AI inference chips are a $225bn market: Vaire on why startups avoid silicon and its Nvidia-adjacent plan
MikePFrank · x · 2026-10-13
In part 2 of an Anglofuturism interview, Vaire's Rodolfo Ros explains the $225bn/year AI inference chip market—dominated by Nvidia and in-house Big Tech silicon—and why standing up a new silicon supply chain costs $150m–$750m before scale, keeping out the hackathon-style competition that haunts software. Vaire won't take on Nvidia head-on: its first product will sit alongside Nvidia hardware in data centers, pre-processing workloads like computer vision to free up GPUs. Also covers licensing topics.
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