NVIDIA Absorbs Groq in a $20 Billion Move as the Chip War Shifts From Training to Inference
With inference already running two-thirds of the world’s AI compute, NVIDIA’s Christmas Eve licensing deal for Groq’s patents, software, and top engineers quietly removed its fastest challenger while AMD, Cerebras, and Tesla scatter across entirely different mountains.
Nvidia's 800-Volt Pivot and the ASIC Land Grab Redraw the Data Center Map
As hyperscale equipment prices quadruple in eight months, the industry is racing toward 800-volt racks, model-specific silicon, and a co-designed home inference box that fuses compute, power, and connectivity into one appliance.