InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?

Source: Biztoc.com· newsletter.semianalysis.com· August 24, 2026
InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?

Since the Claude Code inflection point in November 2025, long-context, multi-turn agentic workloads have grown rapidly. They now dominate traffic for production inferencing. In April 2026, OpenAI’s Enterprise agentic spending overtook ChatGPT spending. Agenti…

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