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 ...
1 day 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 Groq deal is confusing, ’hard time seeing the ...
1 day ago · The deal could be worth up to $20 billion in cash, according to multiple news reports, though Nvidia is apparently not acquiring Groq itself or exclusive rights to its technology. DA …
Nvidia-Groq deal keeps fiction of competition alive: analyst says
1 day ago · Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
NVIDIA’s $20 Billion Groq Gambit: The Dawn of the Inference ...
1 day ago · In a move that has sent shockwaves through Silicon Valley and Wall Street alike, the landscape of artificial intelligence hardware was fundamentally reshaped this week. On …
Scoop: Nvidia deal a big win for Groq employees and investors
11 hours ago · Why it matters: Social media has been full of questions about what the unusual arrangement means for Groq employees — both those heading to Nvidia and those staying …
Nvidia Solidifies AI Dominance with Landmark $20 Billion Groq ...
1 day ago · Nvidia is the undisputed winner of this transaction. By integrating Ross and his engineering team, Nvidia can now bake LPU-style deterministic processing directly into its …