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 ...
4 days ago · As inference splits into prefill and decode, Nvidia’s Groq deal may allow a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads — Nvidia is …
Nvidia: Implications Of The Groq Deal (NASDAQ:NVDA)
2 days ago · Integrating Groq’s LPUs into the 2026 Vera Rubin chips hedges against high bandwidth memory shortages and strengthens Nvidia's AI ecosystem moat.
Nvidia Licenses Groq AI Inference Technology in $20B Deal
1 day ago · Nvidia has licensed Groq’s AI inference-chip technology in a reported $20B deal, signaling a strategic shift as AI moves from training to deployment.
Nvidia Acquires Groq Talent In A Strategic To Move Into AI ...
2 days ago · Nvidia Acquires Groq Talent In A Strategic To Move Into AI Inference in order to expand its AI ecosystem and take over the inference market.
Nvidia's $20 Billion Strategic Move: Licensing Groq and ...
4 days ago · On December 24, 2025, the semiconductor giant announced a complex $20 billion deal to license the proprietary Language Processing Unit (LPU) technology from Groq and, in …
Nvidia eyes AI inference with Groq licensing tech and hiring ...
2 days 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 language …