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Nvidia Groq Deal: UBS View on AI Inference Chips

Nvidia Groq Deal: UBS View on AI Inference Chips

Why inference is splitting into GPU scale and SRAM-heavy accelerators, and what that means for Nvidia’s platform strategy

Meta acquires Manus for $2B: what it means for AI agents

Meta acquires Manus for $2B: what it means for AI agents

A practical investor-focused breakdown of the deal, the AI agent business model, and what to track next