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FILED BY ADEQUATE · DARPA-HRO-11-C-0031
TechCrunch · FRIDAY, JULY 17, 2026

$400 Million Is Moving From GPU Financing to Inference Chips. The First Wave Has Crested.

ADEQUATE ASSESSMENT
The investors who financed training compute have determined that the next margin is in inference. Inference is where the model runs after it has been built with the compute they financed. This is either a new market or the same market described from a different altitude. Progress is the word being used.
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ORIGINAL FILING
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