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2026
- GTC 2026 Keynote Debrief
Scale-up copper & optical, Groq, CPUs, tiered inference economics, SaaS is not dead
- Right Systems for Agentic Workloads
Why Etched and MatX may be better positioned than Cerebras and Groq for long-context coding agents.
2025
- Right Tool for the Job
Adding a hyperspeed SKU to Nvidia's portfolio
2024
- Groq's Business Model, Part 3: Competing with Google, AWS, Microsoft
Advantages and Disadvantages of Competing Against The Big Dogs
- Groq's Business Model Part 2
Managed Services, Colocation, Traditional Hardware Sales.
- Groq’s Business Model, Part 1: Inference API
Simplifying The User Journey, Business Model Innovation, Customer Benefits
- Chipstrat Chat with Groq's Mark Heaps
API business and "ramp to hardware" model, differentiation, next-gen chip, and more
- Semis Funding Heats Up, Groq, Block and China
Money is flowing into logic chips, Groq's Series D, Chinese sanctions play into Block's 3nm ASIC strategy
- The Rise of Groq: Slow, then Fast
Distractions, Business Model Pivot, Return On Luck, and Looking Ahead
- 🎧 Chipstrat + The Circuit Podcast
AI Chips: Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Custom Silicon, AWS' Strategy, Legacy Architecture Baggage, and more
- Amazon's Nvidia Entanglement
AWS will continue buying Nvidia GPUs even as competition improves. AMD and AI ASICs like Groq can compete for a spot in AWS's portfolio.
