Inference market in 2025

Microsoft and Meta both increase spending mainly on inference infrastructure

https://x.com/CapitalPatel/status/1883979050533917134?t=ErFm-GO4h8atUyNIkXeqNA&s=19

We are looking at at least 10B to 20b increase in inference spending alone. Combined with deepseek running on mi300, this is going to be a great year for amd to capture massive inference market in the cloud.

Did I mention that Ryzen AI also benefits as local inference took off?