Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN
Source
youtube.com
Author
20VC
Date
Why it matters
Argues inferenceRunning a trained model to get answers — the phase where AI is actually used, as opposed to trained.Full definition → compute, not demand, limits AI revenue, and that frontier labs will build their own chips. That bears on future model pricing and availability.
Terms in this piece · Glossary
inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
