Semiconductors · near ·
Specialised AI inference hardware creates a vertical-specific model shortage
Investment will substantially increase in specialised AI inference hardware post-Q3 2026, particularly in Series B/C funding rounds. This trend is driven by the growing demand for lower power consumption and higher speed tailored to vertical-specific AI models, extending beyond traditional areas to sectors like agriculture, logistics, and heavy industry automation.
Part of the Technology Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.