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Already running an inference engine? So where does NVIDIA Dynamo fit in? In five minutes, we break down how Dynamo sits around engines like SGLang, vLLM and TensorRT-LLM to scale inference across GPUs and nodes. Full video in the comments 🔽

NVIDIA AI

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We co-led Inferact's $150M seed round to support them in their mission to build the inference engine for all current and future AI. In this episode of The Investment Memo, Lightspeed's Bucky Moore and James Alcorn sit down with Simon Mo (Co-Founder & CEO Inferact) to cover: - How vLLM grew to 60K+ GitHub stars - Why inference is shifting to the majority of compute - How vLLM evolved from a research project into the industry standard - Why building a company was the next step to push open-source inference forward 00:00 Introduction 02:03 The investment memo 04:47 Latency vs throughput vs cost 06:19 Paged attention explained 08:04 The evolution of attention 09:42 Growing the vLLM open source community 11:41 Working with hardware vendors 14:45 Deploying vLLM at large scale 16:03 Inferact's culture of openness 18:45 Building an open ecosystem and horizontal stack 19:45 Inferact's approach to fundraising 22:14 What is the future of inference? Simon Mo Bucky Moore James Alcorn

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"Inference, if you look at it as a market, will be much, much bigger than cloud computing was pre-ChatGPT." Lightspeed’s Bucky Moore says inference is an underrated investment category in AI, and expects the market to break up into large, specialized platforms for each modality: "The GPU supply crunch that we're seeing right now is largely, as Dylan Patel has said on the show before, due to the fact that not only these consumer products, but also B2B products like Claude Code and Codex are just really taking off and creating insane demand for inference." "We're talking hundreds of billions in spend every year. And if that's true, I think there will be very, very large inference platforms built in each modality." "So there will be an inference platform for real-time video models, there will be an inference platform for open-source and custom language models, there will be an inference platform built specifically for long-running agents." "So I think we're just going to see that industry, which today looks like one industry, break up into many because of how big it is and how much room for specialization there is."

"Inference, if you look at it as a market, will be much, much bigger than cloud computing was pre-ChatGPT." Lightspeed’s Bucky Moore says inference is an underrated investment category in AI, and expects the market to break up into large, specialized platforms for each modality: "The GPU supply crunch that we're seeing right now is largely, as Dylan Patel has said on the show before, due to the fact that not only these consumer products, but also B2B products like Claude Code and Codex are just really taking off and creating insane demand for inference." "We're talking hundreds of billions in spend every year. And if that's true, I think there will be very, very large inference platforms built in each modality." "So there will be an inference platform for real-time video models, there will be an inference platform for open-source and custom language models, there will be an inference platform built specifically for long-running agents." "So I think we're just going to see that industry, which today looks like one industry, break up into many because of how big it is and how much room for specialization there is."

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Lightchain AI – Decentralized Inference Demo 🍂🥧 + Blockchain Rewards In this video, we showcase how Lightchain AI’s decentralized inference engine (AIVM + PoI + Federated Learning) runs a real-world prompt “What is the best way to make pumpkin pie for thanksgiving dinner?” 💰 Blockchain Rewards in Action This demo doesn’t just show inference — it shows how inference providers are rewarded for their work. The provider that processed this prompt was automatically rewarded on the Lightchain testnet. 🍁 Why It Matters Unlike centralized AI, Lightchain AI distributes inference across a global network of participants. Nodes earn blockchain rewards for providing compute, ensuring a trustless, transparent, and economically sustainable ecosystem. With pay-to-prompt mechanics and DAO governance, Lightchain AI creates a fair AI economy for all. 🌐 Learn more at-

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