
Nvidia's Groq Deal: Which AI Chip Startups Win Big?
Nvidia's acquisition of Groq's technology signals a shift towards specialized AI inference chips, benefiting startups like Cerebras, D-Matrix, and SambaNova. This move also elevates AI inference software platforms such as Etched and Baseten, potentially leading to increased valuations and acquisitions in the near future as the industry diversifies beyond general-purpose GPUs.

















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