Chipmakers Revolt: Why Everyone from OpenAI to SpaceX is Building Their Own Chips

The era of total dependence on Nvidia is ending as OpenAI, Google, Apple, and SpaceX join the custom chip trend, seeking more control and performance gains.

Groq Raises $650M After Nvidia's Not-Acqui-Hire Deal

Groq, an AI chipmaker, confirms a new $650 million funding round after a rival paid investors a hefty IP licensing fee and poached its critical talent.

Groq Leans into Inference Neocloud Business with $650 Million Funding Round

Groq seeks to raise $650 million in new funding as it expands its inference neocloud business, leveraging its homegrown AI chip and systems.

Nicolas Sauvage's Theory on Boring AI Investments

The TDK Ventures founder shares his four-year investing strategy, which has already reaped a $6.9 billion return, and his bets on physical AI and compute stack shifts.