I took one key insight from this convo: inference disaggregation between prefill and decode enable GPU lifespan t…

I took one key insight from this convo: inference disaggregation between prefill and decode enable GPU lifespan to be extended to 10+ years. This totally shifts the risk and return profile of datacenter capex - especially for neoclouds suc
Ranked #48 on backlist 2026-05-20 (20 May 2026 UTC) · by (Tropical Value) ·

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.