The surge in #semiconductor stocks, driven by #AI, is shifting towards a more heterogeneous #computelandscape beyond #GPUs. While GPUs excel in training and answer inference, #Cerebras’ #wholewaferchips offer superior speed for #answerinference but face limitations in #training and #agenticinference due to cost and memory constraints. https://stratechery.com/2026/the-inference-shift/?eicker.news #tech #media #news

The release of the first widely adopted reasoning model, #o1, marked a #turningpoint in the evolution of #LLMs. An empirical #study using the #OpenRouter platform analysed over 100 trillion tokens of real-world LLM interactions, revealing substantial adoption of #openweightmodels, the popularity of #creativeroleplay and #codingassistance, and the rise of #agenticinference. https://openrouter.ai/state-of-ai?eicker.news #tech #media #news