Simon Edwards
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 28, 2025 by Simon Edwards · across every show →
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Nov 28, 2025 neutral
Groq CFO Edwards: AI Hardware Industry Remains Strictly Supply-Constrained
“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?”