엔비디아는 범용 GPU 시대가 끝났다고 인정했습니다.

Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise builders.For the technical decision-makers we talk to every day — the people building the AI applications and the data pipelines that drive them — this deal is a signal that the era of the one-size-fits-all GPU as the default AI inference answer is ending.We are entering the age of the disaggregated inference architecture, where the silicon itself is being split into two different types to accommodate a world that demands both massive context and instantaneous reasoning.Why inference is breaking the GPU architecture in twoTo understand why Nvidia CEO Jensen Huang dropped one-third of his reported $60 billion cash pile on a licensing deal, you have to look at the existential threats converging on his company’s reported 92% market share. The industry reached a tipping point in late 2025: For t