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Know Your Enemy, Know Yourself, Part 3: Groq's LPU (Acquired by NVIDIA for $20B)

We explore the background of Groq and LPU, their hardware/software design philosophy, and analyze NVIDIA’s intentions behind acquiring Groq.

February 3, 2026 · 20 min · 4156 words
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Know Your Enemy, Know Yourself, Part 2 : TPU Emergence and Rise

We explore the background of TPU’s emergence and analyze Google’s AI semiconductor strategy by examining its hardware and software architecture.

January 3, 2026 · 18 min · 3673 words