Holy moly, they really streched their predictions thiiiin, if they would be be honest there would be 2 YES, one MIXED and the rest would be NO. Well, resolution criteria were clear I forgot that they can lie in a report.

@MADGAMBLER6969 They also changed "As inference workloads and costs grow significantly, a large AI company (e.g. OpenAI) acquires an inference-focused AI chip company." to "As inference workloads and costs grow significantly, a large AI company (e.g. OpenAI) acquires or builds an inference-focused AI chip company. Unserious group.

[EDIT] I don't think they did? It's the same in this year's and the previous year's presentations, but why did manifold title omit build then? (webarchive is ddosed I can't double check).

https://www.stateof.ai/

https://www.geekwire.com/2024/amazon-to-acquire-perceive-for-80m-from-xperi-expanding-its-ai-technology-for-edge-devices/

Seems like this might count?

Edge compute seem different than what I'd normally think of as inference compute but it's possible they'll count it.