Cerebras, Groq, and Big Tech target AI inference to challenge Nvidia; Barclays sees inference capex surpassing training in two years, reaching $208.2B in 2026 (Tim Bradshaw/Financial Times)

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Tim Bradshaw / Financial Times:
Cerebras, Groq, and Big Tech target AI inference to challenge Nvidia; Barclays sees inference capex surpassing training in two years, reaching $208.2B in 2026  —  Rivals focus efforts on how AI is deployed, in their efforts to disrupt the world's most valuable semiconductor company