The Inference Shift – Stratechery by Ben Thompson
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved.
The Inference Shift – Stratechery by Ben Thompson Skip to content The Inference Shift Monday, May 11, 2026 Listen to Podcast Watch on YouTube Listen to this post : Log in to listen If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat. Reuters reported over the weekend : Cerebras Systems is set to raise the size and price of its initial public offering as soon as Monday, as demand for the artificial intelligence chipmaker’s shares continues to climb, two people familiar with the matter told Reuters on Sunday. The company is considering a ne
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