Groq Archives | Small Island Research Notes

After the Groq Move, NVIDIA’s Moat May Be Deeper Than It Appears

Jane2026-03-20T13:38:28+08:00March 20th, 2026|Categories: Global Business Dynamics, Strategic Tech and Market Signals|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Groq, Market Sentiment and Reflexivity, Narrative and Trust, NVIDIA, Research and Methodology, Supply Chain and Manufacturing|

Executive Summary At first glance, NVIDIA’s move to incorporate the Groq-based NVIDIA Groq 3 LPX into the Vera Rubin platform may look like a new approach to inference workload allocation. But the real focus of this article is not the technical detail itself. It is whether this move suggests that NVIDIA’s moat may be deeper than it previously appeared. The argument here is that NVIDIA’s competitive strength may not rest only on chip performance, the

A Second Path Beyond the GPU? Architectural Thinking Behind NVIDIA’s Licensing Agreement with Groq

Executive Summary NVIDIA’s licensing agreement with Groq is worth watching not only because the technology itself is extreme, but because it may signal that AI compute architecture is being reconsidered. Even after GPUs have become the dominant platform for AI training and inference, NVIDIA is still willing to engage seriously with an execution model that runs almost counter to the mainstream path. That suggests the demands of the inference era may be making determinism important