
Nvidia paid $20B for Groq's assets (2.9x its $6.9B valuation). Analysis of the deal structure, LPU technology, and antitrust implications.

Nvidia paid $20B for Groq's assets (2.9x its $6.9B valuation). Analysis of the deal structure, LPU technology, and antitrust implications.

NVIDIA H100 costs $27K-$40K per GPU, H200 DGX systems ~$400K-$500K. Compare purchase vs. cloud rental costs with full pricing breakdown.

An in-depth analysis of the $300B Oracle-OpenAI cloud computing deal. Learn about the financial risks, AI infrastructure build-out, and Stargate project goals.

Explore the Nvidia Blackwell vs Hopper GPU architectures. Key technical differences in tensor cores (FP4/FP6), memory, MLPerf benchmarks, and the road to Rubin — updated for 2026.

Explore a data-driven comparison of the AI boom and the dot-com bubble. We analyze key metrics like valuations, profitability, and VC funding — updated with 2026 data including NVIDIA's $4.3T market cap, OpenAI's $730B valuation, and $258.7B in AI VC funding.

Analysis of the $90B OpenAI-AMD strategic partnership for 6GW of MI450 GPUs, including stock warrants, MI450 specs (CDNA 5, 2nm, HBM4), and OpenAI's 33GW multi-vendor compute strategy

How AI leaders like Amodei, Hassabis, and Huang are accelerating drug discovery, genomics, and life science breakthroughs—compressing decades into years. Updated January 2026 with AlphaFold 3, Claude for Life Sciences, NVIDIA Evo 2, and $3B+ pharma partnerships.

A comprehensive analysis of how pharmaceutical and biotech companies are leveraging NVIDIA's latest H100 and Blackwell GPUs to accelerate drug discovery, protein structure prediction, and AI-driven research, with detailed case studies from leading companies.
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