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Nvidia's $20B antitrust loophole

ossa-ma.github.io

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Re: Nvidia's $20B antitrust loophole

#2

Post by ossa-ma »

No shade but most other coverage will focus on whether this signals an AI bubble. That's missing the story.

Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays.

The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced Christmas Eve while Trump's AI Czar (Chamath's All-In podcast co-host) is in office. Chamath's Social Capital made AT LEAST ~$2B on this exit.

My article breaks down: what Nvidia actually bought vs what they left behind, why the deal structure matters, who got paid, and the political connections nobody's talking about.

Re: Nvidia's $20B antitrust loophole

#4

Post by lotsofpulp »

ossa-ma wrote: post #2

No shade but most other coverage will focus on whether this signals an AI bubble. That's missing the story. Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays. The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced…

> Why do I hate Chamath?

>Let's look at the sh he dumped on retail with his abysmal SPAC track record

I do not see why one would feel animosity towards Chamath for this reason. Was there fraud involved? Otherwise, all investors are liable for doing their own due diligence.

Re: Nvidia's $20B antitrust loophole

#6

Post by ossa-ma »

lotsofpulp wrote: post #4
ossa-ma wrote: post #2

No shade but most other coverage will focus on whether this signals an AI bubble. That's missing the story. Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays. The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced…

> Why do I hate Chamath? >Let's look at the sh he dumped on retail with his abysmal SPAC track record I do not see why one would feel animosity towards Chamath for this reason. Was there fraud involved? Otherwise, all investors are liable for doing their own due diligence.

Part of it is the irrational feeling of a disgruntled investor, doubt that I'm alone.

The other part is he has a track record of dumping on retail then telling them not to buy his next deal once he's already cashed out.

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