Real reasoning will have arrived when spending more compute at inference time reliably buys a dramatically better answer.

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• Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. DRDax Raad27 May 2026similar wording
• Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading. JHJensen Huang23 Mar 2026similar wording
• The aha moment for reasoning models will come from computer use and robotics rather than from scientific discovery, because those are the infinitely verifiable playgrounds. DPDylan Patel3 Feb 2025similar wording
• Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. JDJeff Dean30 Jul 2026similar wording
• Formal verification is about to become economical, because models are getting good enough at writing the proofs that humans no longer have to. MKMartin Kleppmann22 Apr 2026similar wording

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