The Payments Stack Is Fragmenting, and Pricing Strategy Is the Only Real Differentiator Left
As the payments stack fragments across multiple vendors and platforms, a robust payments pricing strategy has become the only sustainable way to differentiate in an increasingly commoditized market.
$20 Billion Nvidia Groq Deal Signals The Next Phase Of The AI Arms Race
Nvidia is making the biggest acquisition in its history, and it is not about selling more GPUs. The company agreed to buy Groq, a startup that designs specialized chips for AI inference, in an all-cash deal valued at about $20 billion.