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My fellow AI explorers

I’ve been tracking Groq (the LPU wizards) for a while now. It’s a deal that effectively resets the scoreboard for the next phase of the AI wars: the shift from the "Training Era" to the "Inference Era."

In today’s edition:

• 🚀 Nvidia’s $20B Groq "Licensing" Play: The end of the GPU monopoly?

• 🎈 The AI Bubble Debate: Is this 2008 or the 1990s Gold Rush?

• 💎 Gemini Customization: How to build your own "Gems" and master Google's ecosystem

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Hardware

Nvidia’s $20B Defensive Masterstroke: The Groq "Acquisition" 

Nvidia just dropped $20 billion to license Groq’s LPU technology and absorb its leadership all while dodging the antitrust police. Jensen Huang is a chess player. He knows that while GPUs are great for building models, they are "overengineered" for running them (inference). Groq’s Language Processing Units (LPUs) are built for one thing: pure, unadulterated speed. Here’s the breakdown:

• The "Aqua-license" Loophole: By licensing the IP and hiring the team instead of a full buyout, Nvidia bypasses heavy regulatory scrutiny while effectively gutting a competitor.

• Inference is the Annuity: Training is a one-time cost; inference is the recurring expense that scales with every user prompt. Nvidia wants that revenue stream.

• The TPU Connection: Groq’s founder, Jonathan Ross, invented Google’s TPU. Nvidia just bought the brainpower that originally broke their monopoly.

But here is the real kicker: Nvidia is moving from selling "parts" to selling "packages." Imagine a world where you buy Nvidia chips for training and Groq chips for inference, all managed by the same CUDA software. It’s a symbiotic relationship that makes it almost impossible for startups to leave the Nvidia ecosystem.

🔮 Prediction: Nvidia is pivoting to become an inference-first company. In 2025, expect them to bundle Groq’s lightning-fast tech into every enterprise server rack, making real-time, "zero-latency" AI the new industry standard. [Watch the Full Breakdown Here]

Founders…

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The Market

The Dancing Pair: Is the AI Bubble About to Pop? 

The industry is currently split between "AI believers" and "bubble doomers," but the reality is much more nuanced. According to tech historian Carlota Perez, every major technological revolution comes with a "dancing pair": a real wave of innovation and a massive wave of speculation.

• The Industrial Bubble: Unlike the 2008 financial crash, this looks more like the late 90s—where "carpetbaggers" flood the market, but durable, world-changing tech is actually being built.

• Circular Deals: Be wary of "Vapor-revenue." We’re seeing a trend of Big Tech companies investing in startups, only for those startups to immediately spend that money back on the investor's cloud services.

• The Retail Risk: The "Wild West" of Private Equity (SPVs) is dangerous for the average investor. Most VC-backed companies still go to zero.

The "Gold Rush" phase is here, which means there’s a lot of fool's gold being sold. The winners won't just be the ones with the best models, but the ones with the best "workflows", those solving unglamorous problems in specific industries like waste management or real estate.

🌍 Takeaway: Don't just "buy AI." Build with it. The best way to protect your career from being automated is to become the most AI-enabled version of yourself. If you aren't playing with these tools daily, you're leaving your flank exposed.

🔗 Watch the Investor Deep Dive Here

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30-Second AI Play

Build Your Own "Email Architect" Gem in Google Gemini 

Tired of writing the same professional follow-ups? You can now build a custom "Gem" (Google’s version of a GPT) that uses a built-in "Canvas" editor to draft perfectly formatted emails. Here is how to do it:

1. Open Gemini: Go to gemini.google.com and ensure you have a Gemini Advanced subscription.

2. Create a New Gem: Click on "Gems" in the sidebar and select "New Gem."

3. Set the Identity: Name it "Email Architect." In the instructions, define your role: "You are a professional executive assistant. Use a concise, confident tone."

4. Define the "Why": Tell the Gem your goals (e.g., "My goal is to close deals faster by reducing email friction").

5. Enable the Canvas: Under the tools section, ensure the "Canvas" tool is toggled on. This allows Gemini to open a side-window editor for your drafts.

6. Use the "Enhance" Button: Click the magic wand icon to let Gemini's internal prompt engineer polish your instructions for maximum clarity.

🔍 Why it’s special: Unlike a standard chat, a Gem remembers your specific style and constraints every time you open it. By adding the Canvas tool, you get a dedicated writing space that doesn't get lost in the chat history.

Other Relevant AI News!

🇮🇳 India’s IT giant Coforge is set to acquire Encora for a staggering $23.5 billion to bolster its AI-driven digital engineering capabilities. Read more.

💰 The "AI Gold Rush" is official: AI has minted over 50 new billionaires in 2025 alone, proving that hardware and infrastructure are where the real wealth is being created. Full list.

🤖 Figure AI just released a new demo of Figure 02 performing complex warehouse tasks with eerily human-like fluid motion. Watch here.

🛰️ Researchers are developing "Fluid AI" for 6G networks, promising edge intelligence that could make satellite-to-ground data transfers near-instantaneous. Read more.

Golden Nuggets

• 🚀 Nvidia + Groq = The end of the "GPU-only" era for inference.

• 🧐 The AI Bubble is "Industrial," meaning the losers will crash, but the tech is here to stay.

• 💎 Gemini Gems are finally making Google's AI feel like a personalized assistant rather than a generic search bar.

Would love to hear your thoughts on NVIDIA’s new acquisition! Send me your thoughts by replying to this email (yes, I read them all :)

Until our next AI rendezvous,

Anthony | Founder of Uncover AI