<ul><li>Investments in artificial intelligence (AI) are expected to shift towards reasoning models and inference.</li><li>Hyperscale companies like Amazon, Meta, and Microsoft are predicted to increase their AI investments faster than previously forecasted.</li><li>By 2032, nearly half of all AI spending will be directed towards inference, while the share of investment in training is expected to decrease.</li><li>DeepSeek and OpenAI's reasoning AI models have caused the shift in AI investing and are driving the increased focus on inference for AI systems.</li></ul>

AI Investments Expected to Shift to Inference While Growing Faster Than Forecast

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