Reasoning and MultiModal are emerging out of the larger LLMs. That opens up more use cases, which then drive demand for inference. And that also drives demand f

Reasoning and MultiModal are emerging out of the larger LLMs. That opens up more use cases, which then drive demand for inference. And that also drives demand for more research. It is hard to say exactly which use cases are going to be huge in a year but it seems very likely that more use cases will open up given how widely you could apply even a small amount of visual reasoning with robotics.