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891 Boom Times for Inference Providers?

The Information
Laura Mandaro @ The Information · 05/26/2026 20:31 EDT

Less than a year ago, our reporters kept hearing doubts about a group of startups called inference providers. Companies like Fireworks, Baseten and Together AI, which rent out Nvidia servers to app developers and help them customize open-source models, had grown quickly but seemed at risk of getting steamrolled by major cloud providers that could build these capabilities in-house. Those traditional cloud providers also have the advantage of owning the AI chips servers they rent out; inference firms, in cont

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