I do not consider this good news; I had hopes Anthropic or so would buy them, not the main AI hardware people.
Nvidia to buy assets from Groq for $20B cash
121–130 of 424 posts
Re: Nvidia to buy assets from Groq for $20B cash
#122"2.7M Developers and Teams"
So, about ~$1,000/each? Seems pricey, even assuming all of them still use it every week/month.
Re: Nvidia to buy assets from Groq for $20B cash
#123I hope non executives and founders get something for their equity.
Re: Nvidia to buy assets from Groq for $20B cash
#124Earlier quoted context omitted.
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
Groq calls their inference chips “Language Processing Unit”: https://groq.com/blog/the-groq-lpu-explained
Re: Nvidia to buy assets from Groq for $20B cash
#125Not good. This shouldn't be allowed. What would be better is if groq and cerebras combined, and maybe other companies invested in them to help them scale. Why would the major cloud providers not lobby against this? Usually antitrust is for consumers, but here I think companies like Microsoft and AWS would be the biggest beneficiaries of having more AI chip competition.
Groq is absolutely tiny. I don't think antitrust is an issue here.
Re: Nvidia to buy assets from Groq for $20B cash
#126Are 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…
How does this work considering the Nemotron models?
Re: Nvidia to buy assets from Groq for $20B cash
#127Are 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…
Shy of an algo breakthrough, open source isn't going to catch up with SOTA, their main trick for model improvement is distilling the SOTA models. That's why they they have perpetually been "right behind".
They don't need to catch up. They just need to be good enough and fast as fuck. Vast majority of useful tasks of LLMs has nothing to do with how smart they are.
GPT-5 models have been the most useless models out of any model released this year despite being SOTA, and it because it slow as fuck.
Re: Nvidia to buy assets from Groq for $20B cash
#128From the comment below:
> Groq raised $750 million at a valuation of about $6.9 billion three months ago. Investors in the round included Blackrock and Neuberger Berman, as well as Samsung, Cisco, Altimeter and 1789 Capital, where Donald Trump Jr. is a partner.
Makes it very hard not to think of this as a way to give money to the current administration. I know, this sounds conspiracy theory grade, but 20b is too much for groq.
Re: Nvidia to buy assets from Groq for $20B cash
#129I remember when Google acquired YouTube in 2006 for $1.65 billion in stock. Media said it was crazy back then, well I think this sounds a lot crazier but hindsight is 20/20.
I thought the Skype deal back then was worse: it sucked balls back then already.
Re: Nvidia to buy assets from Groq for $20B cash
#130Not good. This shouldn't be allowed. What would be better is if groq and cerebras combined, and maybe other companies invested in them to help them scale. Why would the major cloud providers not lobby against this? Usually antitrust is for consumers, but here I think companies like Microsoft and AWS would be the biggest beneficiaries of having more AI chip competition.
Groq is absolutely tiny. I don't think antitrust is an issue here.
20 billions is tiny?