Making AI Inference Affordable - Opening Voices with Steeve Morin of ZML

Épisode de Quentin Adam par Quentin Adam · 18 février 2026 · 23 min

If AI is to power the entire economy, inference must become affordable, scalable and widely available.

In this third part of Opening Voices, Quentin Adam continues the conversation with Steeve Morin, founder and CEO of ZML, to explore what it really takes to industrialise inference. They discuss:

why AI must move from “chatbots as products” to AI as an infrastructure primitive

why inference will power every sector — banks, startups, industry

how efficiency gains (sometimes 5x, 10x, even 100x+) are still possible

why GPUs are not the only path forward

how new chips (TPUs, NPUs and emerging players) are reopening the semiconductor market

why power, density and optimisation now matter more than raw experimentation

This episode explains why the next wave is not about building better models, but about making inference economically viable at scale.

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Episode Chapters: Making Inference Available

00:00 – Introduction and Context

01:38 – AI as a Primitive vs. AI as a Product

04:19 – The Economic Unit of the Token

05:15 – Scaling Compute for Inference

07:31 – A Revolution Comparable to Mobile

08:43 – Beyond GPUs

10:56 – Compiler Errors and Efficiency Waste

12:38 – Understanding Chips

15:31 – The New "Blue Ocean" of Semiconductors

20:40 – Nvidia's Strategy and Competition

21:43 – Conclusion and Next Episode

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Je discute avec celles et ceux qui construisent le numérique. Je suis Quentin Adam, CEO de Clever Cloud. Et j’essaie de comprendre un truc assez simple en apparence : comment fonctionne réellement l’infrastructure du monde numérique. Cloud, intelligence artificielle, open source, architecture…

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