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Nvidia Says the "Inflection Point of Inference" Has Arrived. Here Are 2 AI Stocks to Buy for 2026. [Yahoo! Finance]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
Over time, the market for inference is expected to exceed the market for training artificial intelligence (AI) models. Training is what builds the model. Inference is what happens when that model is put to work in the real world -- answering questions, generating content, summarizing documents, writing code, and powering AI agents. As more businesses deploy AI products and those products process more "tokens" (the bits of data that models consume and produce), demand for the cloud and computing infrastructure that enables inference should continue to grow. That means more spending on data centers, chips, networking, and cloud platforms. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Beyond Nvidia, two companies well positioned to benefit from this next phase of growth are Microsoft (NASDAQ: MSFT) and Broadcom
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