Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act
via sec.gov
Short excerpt below. Read at the original source.
Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise builders. For the technical decision-makers we talk to every day — the people building the AI applications and the data pipelines that […]