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Bernstein's Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space
Youtube· 2025-12-26 23:48
For more on what the deal means for the chip space overall and Nvidia in particular, let's bring in Stacy Rascin, the Bernstein Research US semiconductors analyst. Stacy, it's great to have you with us on this day after Christmas. Uh, this is an interesting proposition because Jonathan Ross and his team of engineers were some of the ones behind the Google Alphabet Tensor Processing Unit type products out there.Just how much does this change the landscape within chips overall. Yeah. So, what what they're doi ...