UBS forecasts a significant phase of growth in AI, emphasizing that the focus will shift from model training to inference. This transformation could redefine sectors ranging from finance to logistics.

Inference’s Growing Significance

AI applications depend heavily on real-time inference, making it crucial for daily operational tasks.

Investment Considerations

The anticipated increase in demand for AI inference signifies the potential for heightened capital expenditures from major tech firms.

Conclusion

Investors should stay positioned for sustained growth in AI infrastructure driven by the increased need for inference capabilities.