Groq

“I think we're still seeing the industry as supply constrained. And so it's not a case of NVIDIA or Grok or pick your chip manufacturer, but how do all of us deploy as much capacity as needed in order to serve all of these use cases?”

“With these AI solutions, you can get value immediately. But you get value immediately and then have to go completely reconfigure your processes as an afterthought as opposed to design it in.”

“And so I think 10 years from now, no one will look back and say, I wish we spent less money on AI infrastructure.”

“Smaller companies are likely growing quicker, and AI enables them to create leverage as they're growing, versus larger companies already have that infrastructure that Francois mentioned, and so actually in a lot of use cases, As those AI solutions are effectiv…”

“I think 74% are getting an ROI. I live in the Bay Area, and I think I can't, I rarely see a company in the Bay Area right now who is not applying AI to drive productivity for their engineers, or drive productivity for their customer support reps. So I think a …”

“Remember, they acquired, ah, the, or they, the Aqua higher-zitioned the top talent from Grok, not Elon's Grok, but this Grok company that's meant for inference, and that was one of the big answers for them in in their GTC conference this year.”