AI-designed chips and hardwired models: faster silicon, new moats
What Changed and Why It Matters Inference costs now dominate AI. Power is the bottleneck, not parameters. A new class of chips is attacking both. Edge AI, model-specific silicon, and…
What the Groq–Nvidia deal reveals about survival in AI chips
What Changed and Why It Matters Nvidia just moved to absorb Groq’s core technology through a structured deal. Reports frame it as a licensing-led, quasi-acquisition rather than a clean buy.…