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"Boosting Nvidia stock prices could also be explained by an expectation of increased inference usage by office workers which increases demands for GPUs and just

"Boosting Nvidia stock prices could also be explained by an expectation of increased inference usage by office workers which increases demands for GPUs and justifies datacenter buildouts" AI is already integrated into every single Google search, as well as Slack, Notion, Teams, Microsoft Office, Google Docs, Zoom, Google Meet, Figma, Hubspot, Zendesk, Freshdesk, Intercom, Basecamp, Evernote, Dropbox, Salesforce, Canva, Photoshop, Airtable, Gmail, LinkedIn, Shopify, Asana, Trello, Monday.com, ClickUp, Miro, Confluence, Jira, GitHub, Linear, Docusign, Workday .....so where is this 100X increase in inference demand going to come from? Oh and the ChatGPT consumer app is seeing slowing growth: https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-seeing-slowing-download-growth-and-daily-use-analysis-shows/ https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see...

Karrot_Kream 1y ago
Integrations and inference costs aren't necessarily 1:1. Integrations can use more AI, reasoning models can cause token explosion, Jevons Paradox can drive more inference tokens, big businesses and government agencies (around the world, not just the US) can begin using more LLMs. I'm not sure integrations are that simple. A lot of integrations that I know of are very basic integrations. > Oh and the ChatGPT consumer app is seeing slowing growth: https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see... While I haven't read the article yet, if this is true then yes this could be an indication of consumer app style inference (ChatGPT, Claude, etc) waning which will put more pressure on industrial/tool inference uses to buoy up costs.
hyperpape 1y ago
My experience suffering with JIRA daily is that the AI is useless and fairly easy to ignore. If it were actually helpful, I could imagine using it more, and the costs would increase proportionately.
- bfLives 1y ago
  On the other hand, I’ve found the integration in Confluence quite helpful, particularly for making sense of acronyms.

Karrot_Kream 1y ago

Integrations and inference costs aren't necessarily 1:1. Integrations can use more AI, reasoning models can cause token explosion, Jevons Paradox can drive more inference tokens, big businesses and government agencies (around the world, not just the US) can begin using more LLMs. I'm not sure integrations are that simple. A lot of integrations that I know of are very basic integrations. > Oh and the ChatGPT consumer app is seeing slowing growth: https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see https://techcrunch.com/2025/10/17/chatgpts-mobile-app-is-see... While I haven't read the article yet, if this is true then yes this could be an indication of consumer app style inference (ChatGPT, Claude, etc) waning which will put more pressure on industrial/tool inference uses to buoy up costs.

hyperpape 1y ago

My experience suffering with JIRA daily is that the AI is useless and fairly easy to ignore. If it were actually helpful, I could imagine using it more, and the costs would increase proportionately.

bfLives 1y ago
On the other hand, I’ve found the integration in Confluence quite helpful, particularly for making sense of acronyms.