Ganesha Rasiah on Inferencing, Infrastructure and the Power Constraint [Los Angeles Times (CA)]
Celestica, Inc. (CLS)
Last celestica, inc. earnings: 4/29 07:00 am
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Source: Los Angeles Times
As a leader at a global firm responsible for the design and manufacturing of the hardware that powers the digital world, Rasiah provided a grounded perspective on the shift from AI “hype” to the practical “productivity unlock” now taking place in the enterprise. The Shift from Training to Inferencing Rasiah noted that while the last few years were defined by massive capital investment in training large language models, 2026 marks a pivot toward inferencing—the phase where models are actually put to work. For Celestica, this transition represents the “great unlock” that will finally drive a return on the billions spent on AI data centers. “Inferencing is the great unlock. It's the great productivity unlock that's going to drive the return on that capital investments that we've been being made... so that employees are empowered with AI.” The “Tire Tread” Analogy: Power as the Final Frontier One of the most striking insights from the session was Rasiah's analysis of the constra
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