The Groq acquistion angle is underrated here. Nvidia essentially locked down the inference market before alternatives could scale, which means they control both training AND inference now. I worked with SRAM-based chips at a previous company and the latency advantages were huge, but this move by Nvidia means those won't commoditize GPUs anytime soon. The Blackwell overheating thing is embarassing but won't stop them from dominating the stack.
For sure, I wrote more about the acquisition last week. And totally agree Nvidia is still in the poll position for GPUs, but this Blackwell issue is lingering longer than I expected.
Honestly, good on Nvidia for pushing the boundaries, you don't know where it is until things like this happen.
Same here! I mostly use Claude personally, and Firmograph uses Claude as the primary agent. I need to find more ways to bring Gemini 3 Flash into my workflow, our company uses it a decent amount.
It would be wild if Google crack's coding, Anthropic's ARR would drop 20% overnight from Cursor alone. It's a huge liability, but that liability has pushed incredible innovation from them.
The Groq acquistion angle is underrated here. Nvidia essentially locked down the inference market before alternatives could scale, which means they control both training AND inference now. I worked with SRAM-based chips at a previous company and the latency advantages were huge, but this move by Nvidia means those won't commoditize GPUs anytime soon. The Blackwell overheating thing is embarassing but won't stop them from dominating the stack.
For sure, I wrote more about the acquisition last week. And totally agree Nvidia is still in the poll position for GPUs, but this Blackwell issue is lingering longer than I expected.
Honestly, good on Nvidia for pushing the boundaries, you don't know where it is until things like this happen.
fully agree. google was behind in Jan and leader of the pack by end of the year. 10/10 from them. (and i say that as a huge anthropic fan)
Same here! I mostly use Claude personally, and Firmograph uses Claude as the primary agent. I need to find more ways to bring Gemini 3 Flash into my workflow, our company uses it a decent amount.
It would be wild if Google crack's coding, Anthropic's ARR would drop 20% overnight from Cursor alone. It's a huge liability, but that liability has pushed incredible innovation from them.