Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

Here's something that caught my attention — at GTC 2026, Nvidia showed they're not just sticking to one GPU architecture anymore. Instead, they’re offering multiple designs to really cover all bases. According to Ben Thompson, this move is about serving all kinds of customers — whether they need raw power or efficiency. Now, here’s where it gets interesting: Jensen Huang’s approach feels a lot like Andy Grove’s old playbook — diversify to dominate. But the thing is, Nvidia’s also diving into chip architectures like Groq’s LPUs and Vera CPUs, trying to stand out in a crowded field. As Thompson points out, it’s like a game of musical chairs — each architecture plays a different tune, but the goal’s the same: stay ahead. And get this — Nvidia’s strategy seems to echo the Hotel California vibe — once you’re in, it’s hard to leave. So what does this actually mean for your work? Keep an eye on these shifts; the landscape’s changing fast, and Nvidia’s not just playing defense anymore.