The Next Battlefield for AI Chips: Structural Shifts from Training to Inference
The AI chip industry is undergoing a structural shift from a training-centric paradigm to an inference-driven one. With the explosion of generative AI, the market focus is shifting from training models to the inference stage, driving demand for inference chips (such as NPUs and ASICs) that can run with lower power consumption and higher efficiency. NVIDIA is transitioning from a training leader to a leader in the inference ecosystem, and the value of AI is shifting from one-time training investments to continuous inference consumption models, making cost, efficiency, and scale the three core variables defining the future of AI.