Browsing: Groq

Technology

Sources: Nvidia plans to unveil new AI inference chip at its GTC conference in March; the system will have a chip designed by Groq and OpenAI is a customer (Wall Street Journal)

By Stacey D. WallsFebruary 28, 2026

Wall Street Journal: Sources: Nvidia plans to unveil new AI inference chip at its GTC conference in March; the system…

Technology

The Groq deal shows the challenges Nvidia faces as options to deploy its cash flow narrow; its annual free cash flow has grown from $4.2 billion in 2020 to more than $80 billion now (Dan Gallagher/Wall Street Journal)

By Stacey D. WallsJanuary 3, 2026

Featured Podcasts Big Tech Podcast: Meta’s AI Agent Plan, Grok’s Perversion, The Prison of Financial Mediocrity The Big Technology Podcast…

Technology

As inference splits into pre-filling and decoding, Nvidia’s Groq deal could enable a "Rubin SRAM" variant optimized for ultra-low latency agent reasoning workloads (Gavin Baker/@gavinsbaker)

By Stacey D. WallsDecember 27, 2025

Gavin Boulanger / @gavinsbaker: As inference splits into pre-filling and decoding, Nvidia’s Groq deal could enable a “Rubin SRAM” variant…

Technology

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them away from companies that might try to make their own chips (MG Siegler/Spyglass)

By Stacey D. WallsDecember 27, 2025

Featured Podcasts Big Tech Podcast: Alex and Ranjan’s Outlook for 2026: ChatGPT 1 Billion, AI Shopping, Apple’s Big Year, AI…

Technology

Nvidia enters into licensing agreement with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue to operate independently (Ian King/Bloomberg)

By Stacey D. WallsDecember 24, 2025

Featured Podcasts Big Tech Podcast: Review of 2025, forecasts for 2026 — With Reed Albergotti The Big Technology Podcast takes…

Technology

Cerebras, Groq and Big Tech target inference to challenge Nvidia; Barclays sees CAPEX inference exceeding training in two years, reaching 208.2 billion dollars in 2026 (Tim Bradshaw / Financial Times)

By Stacey D. WallsMarch 11, 2025

Tim Bradshaw / Financial time:: Cerebras, Groq and Big Tech target inference to challenge Nvidia; Barclays sees CAPEX inference exceeding…

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United Airlines (UAL) First Quarter 2026 Results

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Trump’s permanent ceasefire is actually a total capitulation to Iran

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A look at Apple’s leadership changes and the future of several key executives; sources say Mike Rockwell has considered leaving or taking an advisory role next year (Mark Gurman/Bloomberg)

Reliable Robotics, which develops autonomous aircraft systems for cargo flights, raised $160 million led by Nimble Partners, bringing its valuation to ~$1 billion (Cailley LaPara/Bloomberg)

How opposition to data centers, over concerns such as electricity demand, pollution and water needs, became a voting issue for many in the 2026 U.S. midterm elections (NPR)

OpenAI enables cost-per-click ads in ChatGPT, setting bids between $3 and $5 per click, in addition to CPMs (Digiday)

Tim Cook has had an extraordinary run and impeccable timing in stepping down, with Apple in a better position than ever as AI becomes its next big test (Ben Thompson/Stratechery)

Browsing: Groq

Sources: Nvidia plans to unveil new AI inference chip at its GTC conference in March; the system will have a chip designed by Groq and OpenAI is a customer (Wall Street Journal)

The Groq deal shows the challenges Nvidia faces as options to deploy its cash flow narrow; its annual free cash flow has grown from $4.2 billion in 2020 to more than $80 billion now (Dan Gallagher/Wall Street Journal)

As inference splits into pre-filling and decoding, Nvidia’s Groq deal could enable a "Rubin SRAM" variant optimized for ultra-low latency agent reasoning workloads (Gavin Baker/@gavinsbaker)

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them away from companies that might try to make their own chips (MG Siegler/Spyglass)

Nvidia enters into licensing agreement with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue to operate independently (Ian King/Bloomberg)

Cerebras, Groq and Big Tech target inference to challenge Nvidia; Barclays sees CAPEX inference exceeding training in two years, reaching 208.2 billion dollars in 2026 (Tim Bradshaw / Financial Times)