Last updated Nov 29, 2025
Chamath @ 00:04:10Inconclusive
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Jonathan Ross / Groq will, conditional on successfully deploying its stated roadmap, control approximately 50% of global AI inference compute capacity by the end of 2025.
he said that if he deploys his roadmap, he'll have 50% of the inference compute by the end of next year.View on YouTube
Explanation

The prediction is time‑bound to “by the end of 2025”, and today’s date is December 1, 2025, so the deadline has not yet passed.

Public data on the AI compute market in 2025 shows that NVIDIA still overwhelmingly dominates deployed AI inference hardware (over ~80% of deployed inference GPUs), with AMD, Intel and others taking most of the remaining share, while Groq is described as a fast‑growing but still relatively small specialist provider. (sacra.com) Recent coverage of Groq emphasizes ambitious plans and targets—such as deploying ~100,000+ LPUs and aiming at up to 50% of global inference capacity—but these are framed as forward‑looking projections tied to large contracts (e.g., Saudi/Aramco) rather than as already‑achieved market share, and no credible source reports Groq as anywhere near 50% of global inference compute today. (ainvest.com)

Given that (a) the explicit horizon (end of 2025) has not yet arrived, and (b) current evidence strongly suggests the prediction is very unlikely to be met but not yet logically impossible before December 31, the status must be classified as “inconclusive (too early)” rather than definitively right or wrong.