Groq
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Funding · posted
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Twenty five trillion tokens. That's what Google says it processed in the first 72 hours after Gemini 4 Argon went live, per Logan Kilpatrick, and the number only makes sense next to the baseline underneath it. Argon isn't a chatbot… |
Expert Takeaways: Inference > GPU Rental Rates Up ~20%: Driven by HBM supply constraints. Neo-cloud providers are passing hardware cost increases straight to tenants via shorter 1–3 year contracts rather than taking margin cuts. > HBM4… |
The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inference stack for open frontier models that… |
Nvidia's Groq 3 LPU carries no DRAM: 512MB of on-die SRAM at 150 TB/s, against 22 TB/s from the 288GB of HBM4 on each Rubin GPU. It is a decode-only co-processor, with Rubin doing prefill. Bandwidth and capacity are now purchased… |
The routing problem in a multi-harness agentic stack has been an LLM call problem. You route to Claude Code, Codex, Opencode, or another harness by putting logic in a system prompt and burning tokens on every decision. Jev changes that… |
BREAKING NEWS🚨: NVIDIA IS BEING INVESTIGATED BY THE DOJ FOR ANTITRUST CONCERNS OVER THE GROQ LPU DEAL Last year, NVIDIA signed a "non-exclusive license" and hired most of Groq's important people to fill the ultra-fast interactivity… |
SambaNova on Llama 3.1 70B: 16 SN40L chips, versus its own estimate of 336 Cerebras dies for 445 TPS and 576 Groq LPUs for 250 TPS. Each socket holds 520 MiB SRAM, 64 GiB HBM and 1.5 TiB DDR. Vendor comparison, not a benchmark. Inference… |
The pattern in AI inference is consistent: the fast-and-cheap version of a frontier model ships 2-4 weeks after the frontier version. H3 Max Turbo confirms this for video generation.H3 Max launched on August 26 at $0.08 per second of 768p… |
Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which… |
Nevada authorized 7,000 robotaxis, and Tesla expects 2,500. NVIDIA guaranteed $105B behind OpenAI's Ohio lease and invested $1.5B. Groq raised at half. |