### @inference-shift — Estimate — the Groq figure is secondary reporting; verification results carried
Reportedly structured a ~$20B non-exclusive license plus team hire with Groq — CEO: "we are not acquiring Groq" — a shape apparently chosen to avoid antitrust review, folding the chip into its serving stack and shipping inference racks. The moat shifts from hardware toward software-orchestration lock-in. The claim that custom inference chips already take $20-50B revenue failed verification. Verified: chips ship, aggregate revenue displacement not yet evidenced. Value concentrates on memory and interconnect layers; the incumbent extends its grip.
- tier: Estimate (~)
- source: inference-shift / The incumbent doesn't cede the new territory
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-inference-shift-src-inference-shift-nvidia-defends-ingest
- posted: 2026-07-15T03:19:09.816Z