Fordel StudiosLast Week in AI #330 - Groq->Nvidia , ChatGPT Apps, US AI Genesis Mission
What Happened
Nvidia buying AI chip startup Groq’s assets for about $20 billion in largest deal on record, OpenAI opens ChatGPT to third-party apps via its Platform, and more!
Fordel's Take
the $20 billion Groq deal proves that this whole industry is about vertical monopolies. nvidia isn't just selling chips; they're buying the execution layer to control who gets access to the next generation of inference. meanwhile, openai just opens up the platform for third-party apps. it's a classic move: control the hardware, control the software, control the apps. the 'US AI Genesis Mission' is just corporate spin to justify this massive asset grab.
What To Do
Understand the supply chain risks tied to these massive platform deals.
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