From Financial Modeling Prep: 2025-05-12 07:34:00

UBS predicts a surge in genAI inference compute demand, driven by real-time reasoning and decision-making. Nvidia CEO Jensen Huang highlights the need for 100x more computation due to agentic AI emergence, reshaping AI infrastructure investment amid macro uncertainty.

Inference, not training, is the new focus for AI growth, with applications like agentic AI and multimodal processing driving demand. UBS projects demand for genAI compute to skyrocket by 2030, particularly in areas like chatbots and enterprise AI.

UBS reassures investors that fears of overspending in AI infrastructure may be unfounded, as the rising demand for compute from inference justifies continued capex. The bank advises investors to look beyond short-term concerns and prepare for a long-term capex boom in AI infrastructure.



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