Data Center
2 published articles
Hardware & Electronics3 min read
Market momentum
Nvidia just crossed $3 trillion again. The AI spending machine isn't slowing down.
Nvidia's market cap crossed $3 trillion as AI infrastructure demand keeps growing. The milestone underscores that enterprise GPU purchases remain strong despite growing competition from AMD and startups offering cheaper inference chips.
2026-07-16
AI4 min read
AI Hardware & Infrastructure
Groq's Nvidia deal matters more than its $750 million raise
Groq signed a non-exclusive licensing deal with Nvidia for inference tech, signaling a strategic pivot from competing on silicon to powering global AI infrastructure. The agreement, paired with a $750M raise and DOE collaboration, positions Groq as an emerging hyperscaler, not just a chipmaker.
2026-07-16