LPU
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GTC 2026: Nvidia's Inference Empire Keeps Expanding — Groq IP Deal, LPU Decoded, CPO Roadmap
SemiAnalysis's deep dive on GTC 2026: Nvidia's $20B Groq IP deal to acquire LPU tech, plus updates on AFD, CPO, Kyber/Oberon, Vera ETL256, and CMX/STX. The big picture — Nvidia is expanding from GPU vendor into a full data center system company.