Why Gavin Baker thinks Nvidia’s Groq deal is bad news for ...
・Gavin Baker said Nvidia’s Groq licensing deal raises competitive pressure on standalone AI ASIC developers. ・Baker said inference is splitting into prefill and decode, with Nvidia using ...
As inference splits into prefill and decode, Nvidia's Groq ...
3 days ago · Gavin Baker / @gavinsbaker: As inference splits into prefill and decode, Nvidia's Groq deal may allow a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning …
Nvidia's $20 Billion Strategic Move: Licensing Groq and ...
3 days ago · Nvidia’s $20 billion move for Groq’s DNA is a masterclass in market defense. It addresses the company’s only major vulnerability—the shift from training to inference—while …
Nvidia's $20 billion Groq IP deal bolsters AI market ...
1 day ago · Nvidia has announced a $20 billion deal to acquire Groq’s intellectual property. While it's not the company itself, Nvidia will absorb key members of its engineering team, including …
Nvidia eyes AI inference with Groq licensing tech and hiring ...
16 hours ago · Chipmakers Nvidia and Groq entered into a non-exclusive tech licensing agreement last week aimed at speeding up and lowering the cost of running pre-trained large …
Nvidia Groq Deal Raises Questions as Analysts Struggle to See ...
3 days ago · It seems that Groq’s chips will be very effective in some inference tasks like prefill operations, but Nvidia has another generation of its solution coming into the market with Rubin …
Speed, supply chains, and strategy converge in Nvidia's $20 ...
3 days ago · Nvidia is paying a reported $20 billion for Groq's chip technology and top engineers. The deal addresses memory costs, inference competition, and the rise of AI agents all at once.