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Agentic inference will reshape compute as speed becomes less critical
Agentic inference will reshape compute infrastructure as speed becomes less critical when humans are not in the loop, according to analysis of how AI workloads are evolving.
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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