Analyst: 41% of all AI inference will run below the 20 MW line by 2031

antavedissian · x · 2026-11-12

antavedissian's base case for 2031: 41% of all AI work runs below the 20 MW line — on devices, in buildings and in small city sites (centralized scenario: 24%, distributed: 54%). Even a 9% slice of a market 1,000x bigger is 90x all the AI running today.

Related event: Analysis: 41% of AI inference to run on sub-20MW sites by 2031(5 posts)→

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