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Concept

Disaggregated Inference

Splitting an inference request across heterogeneous chips — typically Nvidia GPUs at the center for compute-bound work, with specialized accelerators (Groq, Cerebras) for memory-bandwidth-bound decode in front of them.

Tensions

Disaggregation extends the useful life of older GPUs (10-15 years as decode-front nodes drop the workload they're bad at), which collides with the bear thesis that GPU lifespans are ~2 years. The amortization implication — cheaper financing on the most depreciation-resistant component — is itself a competitive moat that pure-play ASIC clouds don't get.

Related Concepts

inference economics | hardware | batching | memory bandwidth

Last updated: May 25, 2026