The AI Inference Supercycle Is Here. These 2 Stocks Will Be the Biggest Winners of This Megatrend (Hint: It's Not Broadcom or Intel)

Memory is going to play a central role in AI inference workloads, and that's great news for Micron Technology and Sandisk ...

AI Is Moving From Gold Rush To Utility

AI companies are starting to look more like traditional cloud computing companies than cutting-edge AI research labs.
AOL

Forget AI Training: AI Inference Is the Real Money Maker in 2026. Here Are 2 Stocks to Own.

Just when investors may have gotten a firm grasp on artificial intelligence (AI), the game is changing again. According to Deloitte Global's TMT Predictions 2026 report, inference will account for two ...

Not Nvidia. Not Broadcom. Intel is going to be the biggest winner of the artificial intelligence (AI) inference era

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Digi Times

AI computing shifts from training to inference; heterogeneous architectures go mainstream

As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026, HyperAccel ...
EDN

Purpose-built AI inference architecture: Reengineering compute design

Over the past several years, the lion’s share of artificial intelligence (AI) investment has poured into training infrastructure—massive clusters designed to crunch through oceans of data, where speed ...
SDxCentral

AI inference crisis: Google engineers on why network latency and memory trump compute

Google researchers have warned that large language model (LLM) inference is hitting a wall amid fundamental problems with memory and networking problems, not compute. In a paper authored by ...
The Next Web

This memory chip works at 700 degrees Celsius. The startup behind it is already building AI chips that compute where GPUs cannot.

USC researchers built a memristor that works at 700C, surviving conditions that killed every Venus probe. TetraMem is commercialising the technology for AI inference.

Cerebras isn't just challenging Nvidia — it's challenging how AI computing works

Most of the buzz around Cerebras Systems Inc. CBRS — one of the hottest IPOs of the year — has focused on whether it can ...
Business Insider

Lumai Launches the World’s First Optical Computing System for Real-Time, Billion-Parameter LLM Inference

OXFORD, United Kingdom, April 28, 2026 (GLOBE NEWSWIRE) -- Lumai, the optical compute company addressing scalable AI, today announced its Lumai Iris inference server – the world’s first optical ...

Quantum Computing Inc. Announces Deployment-Ready NeuraWave, a Photonic Computing Platform for Real-time AI Inference at the Edge

Quantum Computing Inc. ("QCi" or the "Company") (NASDAQ: QUBT) an innovative, quantum optics and integrated photonics technology company, today announced that NeuraWave, its next-generation photonic ...