YANK Groq yanks forecast

The AI processor PAM adjusted.

July 31, 2025

Jon Peddie

Groq, a San Jose–based AI chip start-up founded in 2016, builds custom Language Processing Units (LPUs) using a Tensor Streaming Processor architecture for low-latency, high-throughput AI inference. Samsung invests in and manufactures Groq chips, while GlobalFoundries handles US fabrication. Last year, Groq partnered with Saudi Aramco Digital to support new data centers, projecting $2 billion in 2024 revenue. However, delays in a $1.5 billion Saudi supply contract and Saudi imports of Nvidia and AMD chips have dampened forecasts, intensifying competition for AI infrastructure in the region. Groq, yet-another-Nvidia-killer (YANK) start-up developing artificial intelligence (AI) semiconductors, and a product of Elon

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YANK Groq yanks forecast

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