Coding agents are driving explosive token growth, and inference providers are the winners
tengyanAI · x · 2026-10-21
tengyanAI argues that coding agents are essentially the only driver of today's explosive token usage growth, and as other use cases unlock over time, companies providing valuable tokens face nearly unlimited upside — anyone doing inference now is in a golden position.
Quoted user @Eddited adds first-hand observations from CEOs: real adoption and revenue growth look strikingly strong, new B2B usage patterns are settling in and could drive broader growth as soon as next year. While a $2 trillion valuation may be excessive, compute demand will grow even faster once the industry moves past the early-adopter stage.
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