January 1, 2026
I know this kind of "here's what might happen next year" prediction is click bait, but how can you cover the tech industry and not understand how massively under-provisioned we are for inference needs *today*?
The gap between inference demand and supply is maybe the most under-reported story of the second half of 2025. All the big providers are playing musical chairs with research, different models in their line-ups, and different customer cohorts. Nobody has enough chips.
Anything that increases inference demand only helps NVIDIA. Nobody else is positioned to fill this supply gap anytime soon.
