Compute Is Being Repriced — Quietly, Structurally, Permanently NVIDIA didn’t just make a $20B move into Groq.They acknowledged something most of the market is still missing: AI is no longer priced on training. It’s being priced on latency. This isn’t a traditional acquisition. It’s a strategic realignment around the real bottleneck in AI economics: inference performance at physical proximity. Capital, physics, and infrastructure just converged — and the repricing has already