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The AI Inflection Index’s Early Signals on AI Power Demand, Inference Chip Interest

By Eric Bellomo · Sep 28, 2026 12:01pm PDT
A spike in discussion about AI power demand in late 2024, well before it started to dominate the national discussion. An early alert to rising interest in custom chips for AI inference. A non-consensus perspective on agentic commerce. These are just some of the insights that emerged from The Information’s AI Inflection Index, a new data... A spike in discussion about AI power demand in late 2024, well before it started to...