Groq's Revenue Woes, Waabi's Driverless Trucks, and AI Healthcare & E-commerce Agent Battles | July 30, 2025
The Information's TITV
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Grok's Revenue Recalibration
This chapter examines Grok's drastic revenue projection drop from over $2 billion to around $500 million due to delayed data center readiness. It highlights the competitive landscape of the AI chip market, particularly Grok's focus on inference and its challenges in securing funding against the backdrop of Saudi Arabia's ambitious AI initiatives. Additionally, the conversation addresses broader trends in AI financing and the struggles hardware companies face compared to software entities.
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