March 13, 2024, 2 p.m. | Stephanie Palazzolo

The Information

If you tuned into Nvidia’s and Microsoft’s recent quarterly earnings calls, you probably heard their leaders discuss how inference—a fancy word for operating an artificial intelligence model—is becoming a bigger part of the computing workloads in their data centers. In other words, chatbots like ChatGPT Enterprise are serving real customers. That contrasts with what was going on for much of last year, when major tech firms were developing, or training, the models, which also uses a lot of computing capacity. …

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