Groq
Designer of LPU inference chips for fast, low-latency AI serving.
Issue #112: 60 People Are on the Hook for $6.3B of Compute
And the model they plan to train doesn't exist yet.
OpenAI
+12
Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA
New funding and a new model. On the same day. Dario spoils us.
OpenAI
+16
Issue #98: Supermicro Co-Founder Charged with Smuggling $2.5B in AI Chips to China, Meta Puts $27B Into Nebius, & Heterogeneous Compute Clusters Take Centre Stage
The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.
Cerebras
+12
Issue #80: NVIDIA's Christmas Groq Acquihire, xAI Seeks to Outcompute Everyone, & Fermi America's Legal Trouble
Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America
z.ai
+10
