Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved (Ben Thompson/Stratechery)

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Ben Thompson / Stratechery:
Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved — Subscribe to get access — If you were looking for the ideal time to IPO, being a chip company in May 2026 is hard to beat.

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