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Semi Doped — Technology
Semi Doped

The business and technology of semiconductors. Alpha for engineers and investors alike.

Latest Episodes:

Nvidia "Acquires" Groq Jan 05, 2026

Show notes

Key Topics

What Nvidia actually bought from Groq and why it is not a traditional acquisition
Why the deal triggered claims that GPUs and HBM are obsolete
Architectural trade-offs between GPUs, TPUs, XPUs, and LPUs
SRAM vs HBM. Speed, capacity, cost, and supply chain realities
Groq LPU fundamentals: VLIW, compiler-scheduled execution, determinism, ultra-low latency
Why LPUs struggle with large models and where they excel instead
Practical use cases for hyper-low-latency inference:
- Ad copy personalization at search latency budgets
- Model routing and agent orchestration
- Conversational interfaces and real-time translation
- Robotics and physical AI at the edge
- Potential applications in AI-RAN and telecom infrastructure
Memory as a design spectrum: SRAM-only, SRAM plus DDR, SRAM plus HBM
Nvidia’s growing portfolio approach to inference hardware rather than one-size-fits-all

Core Takeaways

GPUs are not dead. HBM is not dead.
LPUs solve a different problem: deterministic, ultra-low-latency inference for small models.
Large frontier models still require HBM-based systems.
Nvidia’s move expands its inference portfolio surface area rather than replacing GPUs.
The future of AI infrastructure is workload-specific optimization and TCO-driven deployment.

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