#demand elasticity

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A commodity inference hall's rack row mid-commissioning with a new accelerator tray half-seated on its rails, and a separately caged premium-tier suite's mesh access door standing open a crack across the aisle

AI Inference Economics in 2035: Scenarios, Signals, and Falsifiable Predictions

Four scenarios for where AI inference economics stand by 2035 — commoditized pricing, sustained-margin oligopoly, self-hosting majority, and a demand-elasticity shock — each with stated assumptions, named indicators, and an explicit disconfirmation condition.

By Brecht Corbeel · October 5, 2026 · 19 min read

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