Latent Space: The Inference Inflection — AI Shifts from Training to Production at Scale

Summary

Latent Space's April 30 AI News edition frames a structural market shift: the "inference inflection," a moment where AI compute demand is now dominated by inference and agent orchestration rather than model training. NVIDIA's Jensen Huang and Sam Altman have both signaled this shift, with Altman stating OpenAI "must become an AI inference company now." Computing demand has surged roughly one million times in two years, creating capacity bottlenecks across the industry. Intel's Q1 earnings reveal