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THE CONTROL ROOM

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Cinematic submarine-style control room dashboard displaying mission-critical AI metrics including the Agentic Multiplier, Inference Latency, and OpenAI's $1.4T infrastructure exposure.

Cinematic submarine-style control room dashboard displaying mission-critical AI metrics including the Agentic Multiplier, Inference Latency, and OpenAI's $1.4T infrastructure exposure.

Is Your GPU Debt a Stranded Asset? Inside NVIDIA's $20B Groq Pivot

NVIDIA’s $20B Groq deal reveals a massive GPU Stranded Asset risk. Ex-Oracle SVP Tony Grayson breaks down Inference Economics and the $1.4T OpenAI threat.

Tony Grayson

Dec 26, 202518 min read

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