Groq's chips are 10x faster and 100% US-sourced. Nvidia has existential threats afoot. I don't see our compute appetite going anywhere generally. But 90% of th

Groq's chips are 10x faster and 100% US-sourced. Nvidia has existential threats afoot. I don't see our compute appetite going anywhere generally. But 90% of that will be for AI compute. Nvidia without that is, well... rekd. (I'm an ignorant fool just reflecting what I've seen. If someone has better perspective, please enlighten me.)