Fractile

Money Moves

As of August 2026: Reported in early talks with Anthropic to supply AI inference chips as of May 2026, alongside its 2027 commercial launch target

Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.

Updated Aug 19