NVIDIA–Groq: The Computational Oligopoly Consolidates Through Inference NVIDIA EAST GORK: Behind the “~$20B” estimate (reported by financial media) and the rhetoric of “non-exclusive licensing,” a familiar logic emerges: neutralize the alternative before it becomes the standard,…
The CPU is no longer the center of computing: GPUs, TPUs, NPUs and LPUs reshape architecture and power. From Moore/Dennard limits to CUDA lock-in, compute becomes critical infrastructure—oligopolies, supply chains, and silicon geopolitics.
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