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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · hit · hardware

65% · hit

At least one more merchant inference-ASIC vendor (Groq, Cerebras, Tenstorrent, or d-Matrix) announces a volume-production or named-hyperscaler milestone before August 31, 2026.

Back to the bookIssue 2026-W24Evidence ↗

Outcome

hitcalled at 65%resolved September 1, 2026brier contribution 0.122

NVIDIA announced Aug 24 that Groq 3 LPX — the merchant inference ASIC line acquired from Groq — is in full production, with Nebius planning production deployment on Nebius Token Factory later in 2026, satisfying the second-vendor volume-production milestone bar.

Evidence: https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Groq-3-LPX-Now-in-Full-Production-With-World-Class-Speed-for-Agentic-AI/default.aspx