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# TechMarketAnalysis
525
Discovery
Strategic Shift in Investment Paradigms: From Infrastructure to Application
As of 2026, the "infrastructure building" phase, long dominated by hardware giants like Nvidia, is yielding its throne to the inference economy. The focus is no longer just on creating the tools, but on how efficiently they are utilized.
From Raw Power to Peak Efficiency
Investors have moved past the hype of who trains the largest model. The new North Star is who can run these models at the lowest cost and highest speed. This transition shines a spotlight on energy-efficient architectures like the Blackwell series on t
As of 2026, the "infrastructure building" phase, long dominated by hardware giants like Nvidia, is yielding its throne to the inference economy. The focus is no longer just on creating the tools, but on how efficiently they are utilized.
From Raw Power to Peak Efficiency
Investors have moved past the hype of who trains the largest model. The new North Star is who can run these models at the lowest cost and highest speed. This transition shines a spotlight on energy-efficient architectures like the Blackwell series on t
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