Comment by reilly3000

I think this whole premise is ignoring the point that most decently sized companies want to and eventually will be running their own LLM workloads. Currently use cases are limited by scope and imagination, and predominantly focused on cost efficiency. Once a use case becomes a top line revenue driver budgets will become essentially only limited by ROI. There are some inference workloads that are unacceptable to send to the frontier labs for privacy reasons. Most of it will come from firms who want to productionalize their own fine-tunes. In any case, the market for inference is less than 1% of what it will be in 5-10 years. This whole notion that GPUs will be sitting idle en masse is ridiculous. People will just start running GPU databases if it becomes cost efficient.