NoRush Invest

Jonathan Ross

Nvidia-Groq’s LPX rack is already in production for Q3 availability, splitting inference between LPU FFN layers and GPU attention layers to improve utilization, latency, and throughput per megawatt.Ross expects fast-tier pricing to remain super-linear because speed increases iteration capacity, while inference revenue scales with users; energy supply, networking, and whether customers can support ultra-tier token spending remain the watchpoints.