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

Multimodal AI, autonomous agents, and trillion-parameter models are coming—and enterprise demand for high-capacity GPUs is outpacing...

President Trump’s proposed income-tax elimination for Americans earning under $200,000 signals a structural pivot in U.S. economic...

The global semiconductor supply chain is under renewed strain as geopolitical tensions, monetary shifts and surging demand converge to...