Nvidia (NVDA) CEO Huang launches new Groq LPU product and Vera Rubin opens agentic AI Frontier; Launches bluefield-4 stx storage architecture with broad industry adoption
Importance
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- Unveils new Groq 3 LPX AI inference chip based on startup's tech.
- New Groq-based server will have eight Groq chips, which are third gen of chip.
- Co. is in full production of Co-packaged Optical chips for Spectrum X chips with TSMC.
- CPU for sure a multi-billion dollar business.
- Thanks Samsung, who manufactures Grok 3 chip, and in production with Grok chip and they'll ship it in H2, probably Q3 timeframe.
- Copper is still going to be important, and they are going to be scaling up Optical.
- Next gen Feynman design will have HBM memory.
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