Comment by yourapostasy

Inference leans heavily on GPU RAM and RAM bandwidth for the decode phase where an increasingly greater amount of time is being spent as people find better ways to leverage inference. So NVIDIA users are currently arguably going to demand a different product mix when the market shifts away from the current training-friendly products. I suspect there will be more than enough demand for inference that whatever power we release from a relative slackening of training demand will be more than made up and then some by power demand to drive a large inference market.

It isn’t the panacea some make it out to be, but there is obvious utility here to sell. The real argument is shifting towards the pricing.