top of page



AI Market Signal: NVIDIA + Groq — The Quiet Repricing of Compute
NVIDIA’s $20B strategic integration of Groq marks a structural inflection point in the AI economy. It’s not an acquisition in the conventional sense — it’s a strategic repositioning around the emerging bottleneck in AI economics: inference latency. This move signals a new equilibrium in compute strategy — where capital, physics, and infrastructure converge. It confirms that the next frontier of value in AI will not be determined by training capacity, but by real-time inferenc

Rich Washburn
Dec 28, 20253 min read


Groq, NVIDIA, and the Geometry of Courage: How Creative M&A and Constraint Built the Future of AI
Let’s start where everyone’s talking right now — the number. $20 billion. That’s the reported value of NVIDIA’s “not-quite-an-acquisition” of Groq — the little AI hardware company that built a chip so unorthodox, the industry laughed when they unveiled it in 2023. Now? NVIDIA’s folding their architecture, their engineers, and their design DNA into the future of its own inference stack. Except here’s the twist — NVIDIA didn’t buy Groq outright. They structured it as a non-excl

Rich Washburn
Dec 27, 20254 min read


The Beginning of the End of the Cloud Empire
Let’s be clear: the cloud isn’t dying. But the age of unquestioned cloud supremacy — that decade-long reign where every ounce of intelligence had to pass through someone else’s API — that’s beginning to crack. We’re entering the post-imperial phase of compute. The Great Inversion For twenty years, the cloud has been the empire of cognition: centralized, industrial, and rented by the teraflop. It made sense. The economics of scale were brutal. Training frontier models requir

Rich Washburn
Oct 20, 20252 min read


It’s On: The AI Arms Race Just Went Nuclear (Literally)
Take a breath. Now take another, deeper one. Because what just dropped in the last 72 hours isn’t just “big tech news” — it’s a...

Rich Washburn
Sep 23, 20254 min read


Possibility Machines: How Nvidia Built the Future Without Knowing What It Was For
Most companies chase a vision. Nvidia built tools —and let the future find them. This is the story of how a scrappy graphics card startup...

Rich Washburn
Apr 8, 20254 min read


Tokenization & AI Factories: Welcome to the Age of Intelligence Assembly Lines
Picture this: You walk into a high-tech factory—not the greasy, clanging type from old documentaries, but a temple of glass, LEDs, and...

Rich Washburn
Apr 3, 20255 min read


NVIDIA’s Rubin Ultra & Feynman Architectures: A Defining Moment for the Future of AI Infrastructure
Let’s set the scene: you're not just building an AI system anymore—you're designing infrastructure for a new kind of intelligence...

Rich Washburn
Apr 3, 20254 min read


Psst… You Got Some Compute?
Stuck in line while the tech bro crowd is already building the future? Tech titans like OpenAI, Google, Meta—are stockpiling GPUs like...

Rich Washburn
Feb 19, 20251 min read


DeepSeek’s Janus Pro: The AI Model That’s Making OpenAI and NVIDIA Sweat Even More
Just when you thought the AI world had recovered from the shockwaves of DeepSeek R1 , the Chinese AI upstart has doubled down with Janus...

Rich Washburn
Jan 28, 20254 min read


Jensen Huang Reveals NVIDIA's 2025 Masterplan
Jensen Huang, CEO and founder of NVIDIA, recently unveiled his vision for the future of artificial intelligence at the AI Summit in...

Rich Washburn
Nov 8, 20244 min read


NVIDIA's New AI: The Game Changer of the Decade
We've all been there—marveling at the magic of text-to-image AI models that transform a few typed words into breathtaking visuals. Then...

Rich Washburn
Aug 16, 20243 min read


Supercomputer Obsession: Elon Musk's Grand Vision
Elon Musk has set his sights on a new frontier: supercomputers. His goal is nothing short of monumental—constructing the world's most...

Rich Washburn
Jul 29, 20243 min read


Elon Musk's Ambitious GPU Farm: The "Gigafactory of Compute”
Elon Musk, the tech mogul behind Tesla and SpaceX, is embarking on a monumental project with his AI startup, xAI. The venture aims to...

Rich Washburn
Jul 12, 20242 min read


Energy Consumption: The Hidden Costs of AI
The rapid advancement of artificial intelligence (AI) has brought about remarkable innovations and transformed industries worldwide....

Rich Washburn
Jul 1, 20242 min read


The AI Bull Market & Nvidia’s Massive Potential
Doug Clinton from Deepwater Asset Management posits that we are only in the third or fourth inning of the AI bull market, suggesting...

Rich Washburn
Jun 30, 20243 min read


NVIDIA’s Nitron 4 340B: A Game-Changer for Synthetic Data Generation
NVIDIA has once again pushed the boundaries with the release of their latest model, the Nitron 4 340B. This open-source behemoth,...

Rich Washburn
Jun 29, 20242 min read


How Cisco is Quietly Powering the AI Revolution The Unsung Heroes of AI
Cisco Systems, a name often associated with enterprise networking solutions, is now emerging as a significant player in the artificial...

Rich Washburn
Jun 17, 20243 min read


Silicon Shield or Chinese Roulette?
In the game of global politics and technology, Taiwan stands as the linchpin of the semiconductor industry. As home to the world's most...

Rich Washburn
Jun 14, 20243 min read


Revolutionizing Reality: Apple and Nvidia Join Forces!
In a groundbreaking alliance set to reshape the technological landscape, Apple has partnered with Nvidia, signaling a major leap forward...

Rich Washburn
Jun 5, 20243 min read


The AI Revolution: How NVIDIA Became a Trillion-Dollar Titan
On November 30, 2022, the world witnessed the release of ChatGPT, an AI language model that would soon become a household name. On the...

Rich Washburn
Jun 1, 20242 min read
bottom of page