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KanalMatthew BermanThemaSemiconductorsStimmen1 Stimme
2 Folien1:38EN
MBMatthew Berman· 29. Dez. 2025NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
5 Folien22:48EN
MBMatthew Berman· 25. Nov. 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfrastruktur & Deployment+2