... Merry Christmas Jonathan Ross (Groq s Founder)! $20B will buy a lot of holiday cheer! Today, Groq announced that it has entered into a non-exclusive licensing agreement with Nvidia for Groq s inference technology. The agreement reflects a shared focus on expanding access to high-performance, low cost inference. As part of this agreement, Jonathan Ross, Groq s Founder, Sunny Madra, Groq s President, and other members of the Groq team will join Nvidia

... TikTok, you must stop? Chinese tech regulators won t let ByteDance use Nvidia s chips in its new data centers. The TikTok owner needs a lot of computing power to keep its 1 billion+ users watching lip-syncing videos. But Nvidia

... other chip company. Not anymore. In 2025: AMD signed a 6 GW AI compute deal with OpenAI, entering the high-stakes data center arena. It s preparing to launch Instinct MI450 GPUs on TSMC s 2nm node, potentially beating Nvidia on efficiency. Its revenue mix is shifting fast with over half projected to come from AI & data center by 2026. We analyzed what this pivot means for the global compute economy and whether AMD can actually challenge Nvidia

... Ammara Ahmad , Chief Strategist at Oplexa where we research and forecast the technologies shaping the AI infrastructure era. Over the past few years, I ve been deep in projects that connect: AI + Semiconductors exploring how companies like NVIDIA, AMD, TSMC, and ASML are redefining compute power AI Strategy for Enterprises helping teams understand how to build and scale responsibly Data Center Design & Compute Sovereignty from 100-node racks to space-based compute experiments At Oplexa, our team produces deep ... ... research reports and visual analyses like: - NVIDIA

... scenario trees to ask big questions like: What happens if ASICs make inference 10x cheaper by 2030? What if open-source stacks hit 90% parity with CUDA? What if compute becomes the new energy grid? Our latest internal study, NVIDIA 2050: The Compute Sovereignty War Room, looks at those possibilities from an analytical angle not financial hype, but system modeling of tech futures. I d love to hear how others in this community think about: The future of AI sovereignty ...

... Chipmaker Nvidia announced this week it will be investing up to $100 billion (with a B) in OpenAI to help it build out its computing power. This follows OpenAI s move earlier this month to buy $300B in computer power from Oracle. Those are some pretty eye-popping sums. But that may not be a good thing. AI companies need unprecedented sums of money to increase their computing power. The question is whether AI models will be able to improve ... ... overexcited about AI. So, the questions are: Are we in an AI bubble? If so, who will be the winners and losers after it bursts? Comment from Paul Mbetobong(@paul_mbetobong): Feels like deja vu of dot-com. Nvidia

... everything. No more crazy monthly bills just to manage your own content. Here s a look under the hood: AI Transcripts: It just works. Upload a video, get automatic subtitles. Huge for accessibility. GPU Transcoding: If you got an NVIDIA card, this thing is fast. Seriously fast. Dynamic Manifests: This ones a bit technical, but you can swap audio tracks or subtitles without re-encoding the whole video. A huge time saver. Multi-Cloud: Use any S3_API storage ...

... Green Cards. No community that truly understood what I was really going through. And building the right network? That was the hardest part. I ended up figuring it all out the hard way. Fortunately, I landed roles at Tesla, NVIDIA, and Apple , and eventually started Aware.ai , which allowed me to self-petition and receive my U.S. Green Card via EB-2 NIW in under 6 months . But the process? Lonely. Confusing. Stressful as hell. So I built something I truly ...

... Yesterday I read an article in Reuters that Mark Zuckerberg is investing billions in developing his chips to reduce his dependence on NVIDIA. Microsoft, OpenAI, and Google want to make them too. I might see lower costs for the company, its dependency on another supplier, and performance. How might this be reflected in the end user? (Us?) Do you have any additional information? Comment from Yashar(@yashara): All of those companies will have to build chips at scale ... ... could pull it off, if they tried to focus on becoming the number one android device at scale. As far as the rest of us we will continue to use the superior hardware we all have access to namely Nvidia

... model selloff cost the world s 500 wealthiest people $108 billion, whipping out $2 trillion worth of US stock market capital. On Monday, Nvidia alone lost $589 billion in market capital. Deepseek is China s new and very first AI model, and it made headlines within a week of its release. Now, we all see new AI models heading up, but Deepseek is what most of us didn t see coming. Instead, I am intrigued by its cost-efficient model ... ... parameters and a cluster of Expert MoE architecture, it seems like a better choice at first glance. The investors in panic mode are getting communities buzzing about how investors never think long-term. As in this case, most of Nvidia

... Yesterday a question popped into my mind after reading about the new Nvidia Digit supercomputer (which will retail at $3,000) and RTX 5090 GPU (which will cost $2,000), which was "Why do CPUs exist, if GPUs are so good?" or something like that. For non-professionals this is an interesting question, who are using gaming laptops/PCs in their daily lives for content creation and such. If you are wondering similar questions or someone in your circle is, this ... ... cursor team will need to add support as well I suppose. 1k TFlops Comment from Andr J(@conduit_design): @shahza1bmushtaq Yeah, the cursor team doesnt talk to customers the PMF is too strong Comment from Andr J(@conduit_design): Nvidia