Data Center
4 published articles
Inference Infrastructure
AI inference is becoming a location problem: Groq opens a UK data center
Groq opened a UK data center with Equinix as GroqCloud tops 3.5 million developers and production AI traffic keeps climbing. The move is a bet that inference is now a geography problem, with latency and locality deciding where real-time AI can run.
2026-08-08
Industrial pivot
Mistral's industrial pivot is bigger than any model release, and the market should pay attention
Mistral is not just another LLM vendor. Its new industrial engineering stack, partnership with major European manufacturers, and an in-house data center signal a deliberate shift from horizontal model competition to secure, vertical AI for critical workflows.
2026-07-19
Market momentum
Nvidia just crossed $3 trillion again. The AI spending machine isn't slowing down.
Nvidia's market cap crossed $3 trillion as AI infrastructure demand keeps growing. The milestone underscores that enterprise GPU purchases remain strong despite growing competition from AMD and startups offering cheaper inference chips.
2026-07-16
AI Hardware & Infrastructure
Groq just got Nvidia to license its chip. The $750 million was secondary.
Groq signed a non-exclusive licensing deal with Nvidia for inference tech, signaling a strategic pivot from competing on silicon to powering global AI infrastructure. The agreement, paired with a $750M raise and DOE collaboration, positions Groq as an emerging hyperscaler, not just a chipmaker.
2026-07-16