Nvidia to buy assets from Groq for $20B cash • Hacker News Board

Re: Nvidia to buy assets from Groq for $20B cash

#421

Post by baconner » Sun, Dec 28, 2025, 4:35 AM UTC

impulser_ wrote: post #97

Are 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…

NVIDIA makes money no matter if the model is open weights or not. I don't think open is a concern for them and they'd very much like to be servicing China and their batch of open models I think. what's concerning them more likely is

A. The inevitable breakdown of their massive head start with CUDA and data center hardware. A serious competitor at real scale.

B. Anything that'll cool off the massive data center buildouts that are fueling them.

Seems clear that locking up a major potential competitor especially the minds behind it solves for A. And their ongoing machinations with circular funding of companies funding data centers is all about B - keeping the momentum before it fizzles.

Re: Nvidia to buy assets from Groq for $20B cash

#422

Post by exasperaited » Sun, Dec 28, 2025, 11:05 AM UTC

bdangubic wrote: post #385

nutjob2 wrote: post #379

Earlier quoted context omitted.

> Half the US thought him preferable to AOC and Hillary Clinton What do those people have to do with anything besides being popular right-wing targets? His approval rating is currently around 42%.

what were his predecessors approval ratings? 42-45% is as good as you’ll ever going to get in America outside or extreme situations like post 9/11.

Obama performed notably better by any standardised measure.

https://en.wikipedia.org/wiki/United_States_presidential_app...

This, of course, grinds the incumbent's gears more than anything else.

Re: Nvidia to buy assets from Groq for $20B cash

#423

Post by favflam » Mon, Dec 29, 2025, 6:02 AM UTC

zeryx wrote: post #200

exasperaited wrote: post #71

Earlier quoted context omitted.

Good of them to make a list themselves, isn't it? It'll be useful in the future.

The problem is, if everyone knows it going to curry favour and you're the odd man out - are you in Violation of your fiduciary duty to your shareholders?

The gamble these executives are making is that prosecutors in a different administration will not prosecute them for bribery.

If you watch House of Cards (based loosely on real life), you can see the degree of separation between corporations/lobbyists and Congressmen. These guys participating in building a ballroom are crossing that line. Juries will not have to connect so many dots compared to before in order to put someone in jail.

Re: Nvidia to buy assets from Groq for $20B cash

#424

Post by keeganpoppen » Tue, Dec 30, 2025, 8:03 PM UTC

danielheath wrote: post #390

keeganpoppen wrote: post #376

Earlier quoted context omitted.

that is a great point. it’s one thing to occasionally rugpull employees, who are still at least paid for their services and robbed only of their EV on their options (i say “only”, though i find this increasingly common practice to be absolutely deplorable, to be clear). but how could investors possibly be happy with this becoming the new normal? will it get to the point where these sorts of faux acquisitions also inv…

20% of 20b isn’t exactly loose change, even for a megacorp.

true, but given that recruiters take upward of 30% of first-year comp it starts to really flirt with being a wash. if the acquiree’s employees are truly that odious, the founders aren’t worth the price of admission. just look at the scale.ai guy: he is in wayyy over his head now, and if those billions mattered at all to zuck he would probably regret it, ex post.