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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


Powering the AI Revolution: Why Data Centers Are the Hottest Investment on the Planet
The artificial intelligence boom isn't just transforming industries—it’s reshaping the very backbone of the digital world. Nowhere is...

Rich Washburn
Feb 18, 20253 min read
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