The GPU Boom Is Over—The Cloud Boom Has Just Begun
The AI infrastructure landscape is shifting from a training-centric model to one dominated by inference, according to Vasu Raj Jain of Amazon Ads. While companies previously focused on acquiring GPUs for training, the increasing demand for real-time inference requires a different approach. Inference workloads are continuous, unpredictable, and require global distribution and heterogeneous model support, unlike the fixed, batch-oriented nature of training. Treating inference as a first-class production service with dedicated operational rigor, distinct architecture, and specialized organizational ownership is crucial for success. AI
IMPACT Focus on inference infrastructure will drive new architectural and operational demands for AI services.