Prediction: The "Inference Supercycle" Could Be Bigger Than the Training Boom. 1 Growth Stock to Own.

This company designs chips ideal for AI inference tasks, which explains the outstanding growth in its revenue and earnings.
National Bureau of Economic Research

Amortized Inference for Correlated Discrete Choice Models via Equivariant Neural Networks

Keane, "Amortized Inference for Correlated Discrete Choice Models via Equivariant Neural Networks," NBER Working Paper 35037 (2026), ...