The Coming Split in AI Infrastructure
What happens to data center economics when inference moves to the edge
TL;DR
AI inference is moving from centralized data centers to the edge. This shift challenges the business model of hyperscale data centers.
A new hierarchy is emerging:
Training: remains in giant centralized GPU clusters.
Inference: increasingly distributed: on-device or near-device.
Orchestration: cloud firms mediate between the two, syncing data and mode…