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Inference Is the New CUDA
Why the most interesting infrastructure company of the next decade probably isn't a chip company.
By The Memo · Thursday, June 18, 2026 · 9 min read
Every cycle in computing produces one company that captures the layer everyone forgot to fight over. In the 2010s, that was CUDA — not the GPU, but the runtime around it. The fight for AI infrastructure in 2026 looks structurally similar, and it's happening at the inference layer.
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