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NVIDIA + Groq and the Quiet Repricing of Compute
Every major technology cycle has a moment where value migrates silently—long before it becomes consensus. In AI, that moment is now. NVIDIA’s reported ~$20B strategic integration with Groq is not a conventional acquisition. It is a structural repositioning around what has quietly become the most constrained variable in AI economics: inference latency. This move does not signal a retreat from training dominance. It signals recognition that the next phase of AI value creation w

Rich Washburn
Dec 28, 20253 min read


Race for Compute: How GPT‑5 Is Fueling a New Infrastructure Arms Race
Multimodal AI, autonomous agents, and trillion-parameter models are coming—and enterprise demand for high-capacity GPUs is outpacing global supply. Here's how innovation leaders can stay ahead. Introduction GPT‑5 is more than a model. It's a harbinger of computational acceleration. With its rumored debut set for late 2025, this next-generation AI architecture is pushing the boundaries of reasoning, modality integration, and agent autonomy. For startups, enterprise AI teams, a

Rich Washburn
Jun 17, 20253 min read


Tariff Shockwaves: Trump’s Middle-Class Tax Gambit and the New Investment Frontier
President Trump’s proposed income-tax elimination for Americans earning under $200,000 signals a structural pivot in U.S. economic policy—one that investors must navigate with precision. Eliakim Capital's network stands ready to decode the turbulence ahead. Introduction: A Radical Reshaping of the U.S. Fiscal Landscape On April 27, 2025, President Donald Trump announced a bold blueprint to eliminate federal income taxes for middle-class earners, replacing lost revenues with a
KNS Partners
Apr 28, 20253 min read


Provoked Power Plays: Navigating the 2025 Chip Squeeze
The global semiconductor supply chain is under renewed strain as geopolitical tensions, monetary shifts and surging demand converge to threaten another shortage. Here’s what’s driving the crunch—and how forward-looking organizations can secure the compute they need. Trade Turbulence Remaps Sourcing In early 2025, the U.S. slapped a 25 percent “reciprocal tariff” on non-USMCA-origin chips flowing through Canada and Mexico—up from virtually zero—instantly reshaping North Americ

Rich Washburn
Apr 26, 20253 min read
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