Industry analysts at Deloitte are projecting a significant shift in AI infrastructure: inference workloads could represent approximately two-thirds of total AI computing power utilization by the end of 2026. This trend carries implications for the semiconductor supply chain and computing resource allocation. As inference becomes increasingly dominant over training in AI operations, hardware manufacturers specializing in both general-purpose and specialized processors are positioned to benefit from the anticipated compute surge. The transition reflects the maturation phase of AI systems moving from development to widespread production deployment.