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THE CONTROL ROOM
Where strategic experience meets the future of innovation.
Is Your GPU Debt a Stranded Asset? Inside NVIDIA's $20B Groq Pivot
NVIDIA’s $20B Groq deal reveals a massive GPU Stranded Asset risk. Ex-Oracle SVP Tony Grayson breaks down Inference Economics and the $1.4T OpenAI threat.
Tony Grayson
Dec 26, 202518 min read
The Hidden Stack: The Real Truth About AI Infrastructure Spending (And Why It’s Not on the Charts)
Why do marketing charts show Open Source at only 11% market share when adoption is over 70%? The answer lies in the "Hidden Stack." This post analyzes the real trends in AI infrastructure spending, why the shift from Training to Inference is exploding, and why the smart money is moving from software licenses to megawatts.
Tony Grayson
Dec 15, 20259 min read
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