Bloomberg Talks Jonathan Ross and Rob Thomas Talk Groq and IBM Partnership
Oct 20, 2025
Groq's CEO discusses an exciting new partnership with IBM, focusing on how IBM will sell Groq's high-performance LPUs through WatsonX. The financial implications are intriguing, revealing a revenue share model with promising performance metrics. Early adopters from financial services are paving the way for accelerated inference. Despite supply constraints, Groq’s supply chain is poised for quick ramp-up. The synergy of Groq's technology and IBM's reach promises to reshape AI accessibility, driving innovation across industries.
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Speed And Cost Breakthrough
- Groq's LPUs deliver much higher inference speed while keeping costs low compared with existing options.
- Jonathan Ross compares the shift to switching from dial-up to broadband for responsiveness-critical use cases.
Buy Groq Through IBM
- IBM will sell a Groq SKU through its sales channels and share revenue with Groq.
- Rob Thomas recommends customers leverage this integration to deploy AI faster and more economically.
Inference Changes Business Economics
- Significant inference performance at a fraction of the cost can change operational economics like call centers and supply chains.
- Rob Thomas says this helps IBM drive productivity and client impact with AI.