#AIERP
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#AIERP timeline · newest first
2026-08-23-Sun
AI inference cloud company Groq raises $350 million, valuation halved to $3.5 billion
Nvidia spent $20 billion to buy the technology and talent, leaving behind a shell that has pivoted to renting out GPUs. The optimal path for challengers is shifting from mass production and IPOs to being licensed and absorbed by the giants.