This Artificial Intelligence (AI) Chip Stock Is Dominating the Inference Era. It Could Be the Biggest Winner of This Megatrend (Hint: It's Not AMD or Broadcom)
Key takeaways
- This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- For comparison, inference workloads accounted for one-third of computing power in 2023 and half of the computing power in AI data centers last year.
Harsh Chauhan, The Motley Fool Wed, June 24, 2026 at 11:43 PM GMT+7 6 min read Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloitte estimates that the shift from training AI models to using them at scale in real-world applications will drive a change in AI computing. The consulting firm points out that AI inference workloads will account for two-thirds of the computing power in AI data centers this year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »