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No, NVIDIA Isn’t Acquiring Groq, But Jensen Just Executed a ‘Surgical’ Masterclass That No One Was Expecting
NVIDIA's CEO, Jensen Huang, might have given his chip team a 'Christmas' gift that no one would've expected, as it was reported that Team Green had entered into an agreement with Groq, a company that builds specialized AI hardware. And these aren't simple chips; they could be a gateway for NVIDIA to dominate inference-class workloads. To understand why this is a 'Masterclass,' we need to check two distinct battlefronts: the regulatory loopholes Jensen has just leveraged, and the hardware dominance he has secured. It Looks Like an Acquisition. It Smells Like an Acquisition. But On Paper, It's Just a 'Non-Exclusive' […]
Intel’s “BSPDN” Power-Delivery Method on 18A Is a Major Technical Win That May Also Be Holding Back Customers For Now
Intel's 18A process was a breakthrough for the foundry division, especially with a successful Panther Lake launch, but here's why external adoption is limited for now. Intel's PowerVia Technology Paves The Way Towards Future Customer Commitments, But Not Right Now Intel Foundry has been struggling with customer commitments for several years now, but the division has worked extensively on the 18A process, with foundations laid by ex-CEO Pat Gelsinger. The node has seen recent success with its integration into the Panther Lake lineup, and given how Intel's latest APU platform has turned out, experts are optimistic about Intel Foundry's progress. […]
NVIDIA’s Blackwell Ultra Pushes “Agentic AI” Performance to New Heights, Delivering Up to 50× Higher Tokens/Watt & Stronger Long-Context Workloads
NVIDIA's Blackwell Ultra is the modern-day computing option for hyperscalers, and in newer benchmarks, the GB300 NVL72 shows immense performance in low-latency and long context workloads. NVIDIA's Blackwell Ultra AI Racks Now Feature Top-Tier Agentic Performance, Driven By NVLink Upgrades The AI industry has evolved across multiple layers since its original boom back in 2022, and right now, we are seeing a major shift towards agentic computing, driven by applications/wrappers built on frontier models. At the same time, for infrastructure providers like NVIDIA, it has become increasingly important to have ample memory bandwidth and performance onboard to meet the latency […]
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