Gavin Baker / @gavinsbaker : As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optim...
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads — Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
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ServiceNow has spent $12B+ on acquisitions and investments in 2025 amid concerns about revenue growth, projected to fall below 20% in 2026 without acquisitions — After years of eschewing big mergers, ServiceNow Inc. is on a deal spree. It has spent at least $12 billion this year on acquisitions or strategic investments.
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Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration — How Indian IT learned to stop worrying and sell the AI shovel — For the last two years, generative AI was going to kill Indian IT.
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Despite Palantir's high trailing P/E ratio of ~450x, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years — Kyle Dijamco is a proud member of Palantir Technologies' fast-growing retail investor base. — The Los Angeles-based marketer …
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NY Gov. Kathy Hochul signs a law requiring social platforms with features like addictive feeds to show warning labels about mental health impacts on young users — The warnings will appear when users interact with a feature the state deems addictive. — The State of New York …
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The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips — NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...
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Indian IT services provider Coforge agrees to acquire Encora, which offers AI tools for product, cloud, and data engineering, at an enterprise value of $2.35B — Indian IT services provider Coforge said on Friday it would acquire artificial intelligence firm Encora at an enterprise value …
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Five FaZe Clan influencers exit after failed contract talks with new management; Matt Kalish, who invested $10M, calls FaZe's current structure “unsustainable” — The future of the popular influencer group FaZe Clan is in flux once again after several members announced …
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NY Gov. Kathy Hochul signs a law requiring social platforms with features like autoplay and addictive feeds to show mental health warning labels for young users — New York (WRGB) — Governor Hochul has signed new legislation that will require social media platforms with certain addictive features …
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Coinbase says a former customer service agent was arrested in India, following a May breach where hackers bribed contractors to access sensitive customer data — Coinbase Global Inc. Chief Executive Officer Brian Armstrong said that a former customer service agent for the largest US crypto exchange …
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