Tomasz Tunguz: Inference market growth accelerates after ChatGPT launch

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Olesia Kramarenko

29.04.2026

Tomasz Tunguz: Inference market growth accelerates after ChatGPT launch — Inference market splits, NVIDIA surges

Tomasz Tunguz, industry influencer, states that the inference market is currently experiencing rapid growth and is diverging as each modality develops its own inference stack.

He points to NVIDIA’s data center revenue, which remained flat through 2022 and then grew 17 times over the following three years after the introduction of ChatGPT.

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Tunguz recently reported that Anthropic reached $10 billion in monthly revenue, outpacing Databricks’ annual run rate. In a separate post, he noted the burning of $250 million tokens in a single day. Both developments were cited to highlight the rapid acceleration and changing focus within the technology sector.

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