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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


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


The Surge for Superior Silicon: Unpacking the Need for More Powerful Chips, the Promise of Photonic Technology, and Investment Horizons
The relentless demand for more powerful chips is a cornerstone of the modern technological landscape. As industries ranging from...

Rich Washburn
Apr 1, 20242 min read


DARPA's Vision for AGI, Cybersecurity Evolution, and the Race for AI Supremacy
The recent revelations from DARPA, the United States Defense Advanced Research Projects Agency, have sent shockwaves through the AI...

Rich Washburn
Apr 1, 20242 min read
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