Thareja projects private inference $350B

- A social post this week estimated the private AI inference market could reach roughly $350 billion by 2030, driven by application-level deployments. - The $350B figure was presented alongside commentary that inference economics, not training, will be the primary commercial battleground for AI firms. - Analysts contrast rising inference demand with training costs, arguing inference commoditization will reshape vendor strategies and pricing. (x.com) (x.com)