Keith Fitz-Gerald(@fitz_keith):$NVDA put Groq 3 LPX into full production. $SPCX now expanding Grok’s infrastructure on Vera Rubin. Nvidia owns the full agentic stack — training, orchestration, and ultra-fast token generation. 3,400 tokens/sec on long-context agentic models. 4x the competition. Unka Elon’s scaling Grok on the same platform, and Unka Jensen's coming for a structural moat.

Keith Fitz-Gerald

@fitz_keith

I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist

Joined September 2019

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Keith Fitz-Gerald@fitz_keith

2026.08.25 15:05

$NVDA put Groq 3 LPX into full production. $SPCX now expanding Grok’s infrastructure on Vera Rubin. Nvidia owns the full agentic stack — training, orchestration, and ultra-fast token generation. 3,400 tokens/sec on long-context agentic models. 4x the competition. Unka Elon’s scaling Grok on the same platform, and Unka Jensen's coming for a structural moat.