12/29/2025 - NVIDIA Groq LPU Licensing, Memory Supply Reallocation, NitroGen Vision-Action Foundation Model, Agent Skills Specif

12/29/2025 - NVIDIA Groq LPU Licensing, Memory Supply Reallocation, NitroGen Vision-Action Foundation Model, Agent Skills Specif

Episode description

This episode examines NVIDIA’s twenty billion dollar non-exclusive licensing agreement with Groq to integrate language processing unit architecture for sub-millisecond inference latency, industry memory supply shortages propagating pricing pressure from AI infrastructure to consumer hardware, NVIDIA’s NitroGen vision-action foundation model trained on forty thousand hours of gameplay via behavior cloning, Anthropic’s Agent Skills specification replacing monolithic prompts with modular runtime-discoverable libraries, copyright litigation targeting shadow library training data across six major AI labs, and Duke University’s AI framework extracting interpretable mathematical rules from high-dimensional scientific systems. The briefing connects inference silicon integration, memory economics, behavioral foundation models, agent execution modularity, data provenance compliance, and scientific interpretability tooling.

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