Groq LPU vs Cerebras Wafer-Scale: The Custom Silicon Race for AI Inference Dominance in 2026
Groq and Cerebras are betting against NVIDIA's GPU monoculture with custom inference silicon. Groq's LPU delivers deterministic sub-50ms latency at $0.05/M tokens. Cerebras' wafer-scale delivers 30x throughput. This analysis compares the two approaches and their implications for agent builders.