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Nvidia to buy assets from Groq for $20B cash
101–110 of 424 posts
Re: Nvidia to buy assets from Groq for $20B cash
#102Re: Nvidia to buy assets from Groq for $20B cash
#103I just stopped my Groq API. Sad to see competition being eaten up by shitty Nvidia. I like their products but Jensen is an absolute mfer with deceitful marketing.
was the API good
Re: Nvidia to buy assets from Groq for $20B cash
#104This doesn't make much sense- In September, Groq was valued at $7B. How is it that in 4 months it is being bought for $20B? Can someone with better understanding dumb this down for me please?
Imagine a pharma with a weight loss drug that isn't approved yet; it's either worth $20B (if approved) or zero (if not approved). Now imagine the LPUv2 ASIC. If it works it's worth $20B and if it doesn't it's zero. If investors think LPUv2 has a 1/3 chance of success they would buy in at $7B. Then the chip boots up and... look at that. Or it's just a massive bubble.
eli5 lpu please
Re: Nvidia to buy assets from Groq for $20B cash
#105Earlier quoted context omitted.
Implies they will pay cash value to equity holders as opposed to issuing NVDA shares. (Electronically)
Is this to somehow screw the employees with RSUs or what?
No, it doesn't really matter if they pay in cash or stock. If you think NVDA has room to run you're welcome to use your buyout money to buy NVDA on the open market.
Re: Nvidia to buy assets from Groq for $20B cash
#106Earlier quoted context omitted.
There's this curious experience of people bringing up geohot / tinygrad and you can tell they've been sold into a personality cult. I don't mean that pejoratively, I apologize for the bluntness. It's just I've been dealing with his nonsense since iPhone OS 1.0 x jailbreaking, and I hate seeing people taken advantage of. (nvidia x macs x thunderbolt has been a thing for years and years and years, well before geohot) (…
Can you show any other thing that runs nvidia gpu under m-series macs?
Who cares? Nobody is building large scale inference services with macs.
Re: Nvidia to buy assets from Groq for $20B cash
#107Earlier quoted context omitted.
This guy has the greatest dunning-kruger of all time. Lots of smoke and mirrors.
He’s no delusional: https://x.com/__tinygrad__/status/1983476594850283820 However, I would say you are wrong about it being only smoke
Look dude, this guy failed his Twitter internship and is not about to take on Jensen Huang. This isn't some young guy anymore and this isn't 200x where is he about to have another iPhone / Sony moment.
It is peak delulu.
Edit: His whole blog is 'hot take #n'. Not even anything serious. Basically podcast bro level stuff. https://geohot.github.io/blog/jekyll/update/2025/12/22/the-o...
Re: Nvidia to buy assets from Groq for $20B cash
#108Put Groq and Nvidia execs in prison, blatant anti-trust.
Re: Nvidia to buy assets from Groq for $20B cash
#109Is any part of this because Google has the TPU and Groq has the LPU?
There's definitely a narrative that ASICs/TPUs/LPUs are more efficient than GPUs and thus Nvidia "needs" an ASIC. Whether this is true is debated.
Re: Nvidia to buy assets from Groq for $20B cash
#110Are they buying them to try and slow down open source models and protect the massive amounts of money they make from OpenAI, Anthropic, Meta ect? It quite obvious that open source models are catching up to closed source models very fast they about 3-4 months behind right now, and yeah they are trained on Nvidia chips, but as the open source models become more usable, and closer to closed source models they will eat i…
Idk- cheaper inference seems to be a huge industry secret and providing the best inference tech that only works with nvidia seems like a good plan. Makes nvidia the absolute king of compute against AWS/AMD/Intel seems like a no brainer.