Receipt

    Filed May 4, 2026

    Story still evolving.

    The short version

    David Levy predicted on January 7, 2026: “In 2026, that pressure will push inference workloads outward into CDNs, edge networks, purpose-built inference platforms, on-prem environments, and on-device.” Verdict: Still evolving. Filed Jan 7, 2026. Track against measurable shifts in inference deployment topology — Cloudflare/Fastly/Akamai inference revenue, Groq/Cerebras/SambaNova deal flow, and on-device model launches over 2026.

    Prediction by

    David Levy

    On January 7, 2026

    In 2026, that pressure will push inference workloads outward into CDNs, edge networks, purpose-built inference platforms, on-prem environments, and on-device.

    Follow-up

    Filed Jan 7, 2026. Track against measurable shifts in inference deployment topology — Cloudflare/Fastly/Akamai inference revenue, Groq/Cerebras/SambaNova deal flow, and on-device model launches over 2026.

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