πΊ Bessemer: AI Infrastructure Roadmap β Five Frontiers for 2026
Bessemer's roadmap argues AI infrastructure's center of gravity is shifting in 2026 as inference workloads now rival training in compute demand β a point underscored by Nvidia's Jensen Huang calling the 'inflection point of inference' already here. The report maps five investable frontiers across the stack, relevant for VCs and fintech infra players tracking where AI capex flows next.
π Read more