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AI inference could surpass the database market by 2027
An analysis projects roughly $350 billion in AI inference spending by 2027, compared with $190 billion for databases.
TLDR
The analysis estimates companies spent about $25 billion running AI models in 2025 and projects roughly $130 billion in 2026. It expects inference spending to reach about $350 billion by 2027, versus $190 billion for databases. The author argues that inference bills could exceed software subscription fees, squeeze margins and drive companies to seek cheaper ways to run models.
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