The AI Chip Map Just Got Redrawn - Agents Changed Everything in 2026
OpenAI's $10B Cerebras deal, Nvidia acquiring Groq, and Google TPU mega-contracts signal a tectonic shift from GPU-centric training to inference-first silicon.
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OpenAI's $10B Cerebras deal, Nvidia acquiring Groq, and Google TPU mega-contracts signal a tectonic shift from GPU-centric training to inference-first silicon.