Nvidia
2 articles
NVIDIA's Inference Empire Expands: From Groq to a Whole New Rack Architecture
NVIDIA unveiled Groq LPX, Vera ETL256, and STX at GTC 2026. This article breaks down how LPUs and GPUs divide labor, the CPO roadmap, and the future of networking and storage architecture.
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.