As neoclouds rerate down, inference businesses' revenue multiples look silly
dkwon98 · x · 2026-10-15
With neoclouds rerating downward, dkwon98 argues that the revenue multiples commanded by some inference businesses now look "really silly" — a short take suggesting inference-layer companies are overvalued relative to the repricing happening across the compute layer.
More from Infra
- OpenJet claims Qwen3.8-27B coding runs 1.9x faster than llama.cpp on one RTX 3090 — JeremyCMorgan · 2026-10-23
- Jensen Huang lays out NVIDIA's full Vera Rubin agentic system: NVL72, MGX, CMX and RTX — rohanpaul_ai · 2026-10-23
- ONNX to Transformers.js: running models directly in your browser — JosephJacks_ · 2026-10-23
- MiniMax M3.1 Flash free for 3 days on 0G, with 1M context and 512K output — MiniMax_AI · 2026-10-23
- "We bet on Cloudflare and it paid off": R2 and D1 at billion scale — dinasaur_404 · 2026-10-23
- Public data is drying up; private training data is turning into a browsable catalog — SucceededMind · 2026-10-23