Our sister service Faultline leapt on the opportunity to compare two deals that were signed in the closing stages of 2025. Many were surprised by the news when Nvidia was acquiring a non-exclusive license and the R&D team of Groq for $20 billion. Groq is an AI inferencing chip company that has been operating for nine years (not to be confused with Grok, Elon Musk’s morally murky AI chatbot). However, a much less noticeable announcement was Meta’s acquisition of another TPU (Tensor Processing Unit) company, Rivos, for an undisclosed amount. Industry insiders suggest a valuation of around $4 billion. The two deals mark the beginning of a much larger shift. Currently, Generative AI (GenAI) today is split between training and inference. Training requires massive amounts…