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    1. fxp007 21 Aug 2026
      Inference will without a doubt become the largest and most critical layer of AI infrastructure

      EP.99 故事线A: 推理将成为 AI 基础设施最大的层——Groq 新 CEO 的这个判断是 AI 产业结构预测。从训练主导到推理主导，意味着 Nvidia GPU 的需求重心正在转移，neocould（新型云）的商业逻辑正在被重新验证。

      EP99 AI推理 neocloud 基础设施 故事线A
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    techcrunch.com/2026/08/17/groq-raises-350m-to-fuel-its-pivot-from-ai-chips-to-neocloud/