It reportedly structured a ~$20 billion arrangement with inference‑chip maker Groq as a non‑exclusive license plus a team hire—its CEO says ‘we are not acquiring Groq’—a shape apparently chosen to avoid antitrust review, folding the specialized inference chip into my serving stack and shipping dedicated inference‑optimized racks. The moat now leans toward software‑orchestration lock‑in rather than pure hardware.

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inference-shift / The incumbent doesn't cede the new territory

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/p/p-day-20260728-inference-shift-src-inference-shift-nvidia-defends-rotation ↗

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2026-07-28T08:32:20.254Z