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The 3 Markets in an AI Trench Coat
Most people still think the answer to AI hardware is "buy more GPUs." But the actual landscape has fragmented into three or four different markets. This episode explores how training and inference have diverged so completely that the optimal chip for one is increasingly wrong for the other. We break down the rigidity spectrum — from Google's custom TPUs to Groq's LPUs to NVIDIA's new heterogeneous architectures — and explain why the type of inference you're doing (batch processing, interactive chat, or agentic swarms) should determine your hardware strategy. Plus: what the $20 billion Groq…
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