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160 Inference is splitting in two — Nvidia’s $20B Groq bet explains its next act

VentureBeat
VentureBeat 2 place · today 20:00 EDT

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise builders.For the technical decision-makers we talk to every day — the people building the AI applications and the data pipelines that drive them — this deal is a signal that the era of the one-size-fits-all GPU as the default AI inference answer is ending.We are entering the age of the Disaggregated Inference Arc

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