Base10, the AI inference cloud company, has experienced extraordinary growth with a 30x increase over the past year and is projected to exceed $1 billion in revenue this year. This milestone reflects the explosive demand for AI inference infrastructure as companies increasingly deploy custom AI models at scale.
Read this moment →Despite widespread discussion of AI compute shortages, the reality is significantly more severe according to Base10's CEO. The company operates at mid-90s utilization across 90 clusters in 18 different clouds worldwide, and new capacity contracts now require 3-5 year commitments with 20-30% prepayment for premium GPUs.
Read this moment →The vast majority of AI inference workloads at Base10 involve custom models that companies have post-trained for their specific use cases, rather than vanilla open-source models. This demonstrates how the AI market is maturing beyond generic foundation models toward specialized applications with proprietary data and workflows.
Read this moment →Base10's CEO addressed concerns about Chinese-origin AI models like DeepSeek, arguing that with proper network isolation, security risks are minimal. He emphasized that these models are technically excellent and that Chinese government subsidies effectively benefit US enterprises, while stressing the importance of America developing competitive open-source alternatives.
Read this moment →While AI-native application companies currently dominate inference workloads, the vast majority of enterprise AI adoption remains in the future. This suggests the AI infrastructure market has enormous untapped potential as traditional enterprises begin building custom models and deploying AI across their operations.
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