Allen Elzayn

Tag: #Nvidia

Nvidia's $20B Groq Deal: The Inference Wars Just Got Real

Why Nvidia paid 2.9x valuation for a company that claims to be 10x faster than their own GPUs-and what it means for the AI chip market.


Compute Wars: Google’s TPU Push vs Nvidia Blackwell and China’s No‑Sell Moment

As Google touts new AI compute pods and Nvidia’s Blackwell remains a no‑sell to China, policy walls are reshaping where cutting‑edge AI runs. Here’s the split, who benefits, and what to watch next.