I don’t see how this isn’t anti trust but knowing this political climate, this deal will go through.
https://www.reuters.com/business/nvidias-huang-joins-tech-ti...
Good of them to make a list themselves, isn't it? It'll be useful in the future.
Nvidia to buy assets from Groq for $20B cash
71–80 of 424 posts
Re: Nvidia to buy assets from Groq for $20B cash
#72Groq press release: https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusiv... > Today, Groq announced that it has entered into a non-exclusive licensing agreement with Nvidia for Groq’s inference technology. The agreement reflects a shared focus on expanding access to high-performance, low cost inference. > As part of this agreement, Jonathan Ross, Groq’s Founder, Sunny Madra, Groq’s President, and other member…
Another example of the growing trend of buying out key parts of a company to avoid any actual acquisition?
I wonder if equity holding employees get anything from the deal or indeed if all the investors will be seeing a return from this?
Re: Nvidia to buy assets from Groq for $20B cash
#73I do not understand this move by Nvidia, they are afraid of being out competed by this startup in their core competence of building chips for AI? They may be eliminating a competitor for now but this move will immediately many more AI chip startups to get founded
groq is a series E hardware startup founded in 2016. It took them this long to be a potential threat, I'm not sure they are even an actual threat.
Even if this purchase causes 100 new hardware startups to be funded tomorrow, nVidia is perfectly fine with that. Let's see how many survive 5 years down the line
Re: Nvidia to buy assets from Groq for $20B cash
#74Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.
Stuff like tinygrad will change this. Geohot already made nvidia run on macs via thunderbolt. Also: https://x.com/__tinygrad__/status/1983469817895198783
This guy has the greatest dunning-kruger of all time. Lots of smoke and mirrors.
Re: Nvidia to buy assets from Groq for $20B cash
#75Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.
Stuff like tinygrad will change this. Geohot already made nvidia run on macs via thunderbolt. Also: https://x.com/__tinygrad__/status/1983469817895198783
The bottleneck in training and inference isn’t matmul, and once a chip isn’t a kindergarten toy you don’t go from FPGA to tape out by clicking a button. For local memory he’s going to have to learn to either stack DRAM (not “3000 lines of verilog” and requires a supply chain which openai just destroyed) or diffuse block RAM / SRAM like Groq which is astronomically expensive bit for bit and torpedoes yields, compounding the issue. Then comes interconnect.
Re: Nvidia to buy assets from Groq for $20B cash
#76The price is 40x their target revenue. That's twice the price to revenue multiplier applied to Anthropic in their most recent funding round, and really really hard to portray as a good deal. I don't think it really helps Nvidia's competitive position. The serious competition to Nvidia is coming from Google's TPU, Amazon's Trainium, AMD's Instinct, and to a much lesser extent Intel's ARC. Grow recent investors got bac…
Also Tsavorite scalable intelligence - their architecture seems to cover the broadest use cases and compatible with cuda
is this an ad? do you work there?
I'm following the chip industry on a daily basis and never heard of them...
Re: Nvidia to buy assets from Groq for $20B cash
#77Is any part of this because Google has the TPU and Groq has the LPU?
Re: Nvidia to buy assets from Groq for $20B cash
#78Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.
which is exactly what a business should do.
it's not like Nvidia doesn't invest a ton into R&D, but hey, they have the cash, why not use it? like a good business.
Re: Nvidia to buy assets from Groq for $20B cash
#79I do not understand this move by Nvidia, they are afraid of being out competed by this startup in their core competence of building chips for AI? They may be eliminating a competitor for now but this move will immediately many more AI chip startups to get founded
They're not eliminating a competitor, they're (effectively) acquiring a competitor. Nvidia's GPUs are great for training, and not bad for inference, but the custom chips are better for inference and Nvidia's worried about losing customers. Nvidia will no doubt sell custom Groq-like chips for inference now.
Re: Nvidia to buy assets from Groq for $20B cash
#80Related on the business side, and from the last two years: AI Chip Startup Groq Raises $750M at $6.9B Valuation - https://news.ycombinator.com/item?id=45276985 - Sept 2025 (5 comments) Groq Raises $640M to Meet Soaring Demand for Fast AI Inference - https://news.ycombinator.com/item?id=41162875 - Aug 2024 (34 comments) AI chip startup Groq lands $640M to challenge Nvidia - https://news.ycombinator.com/item?id=4116246…
From $6.9b to 20 in a few months, not bad…
Almost as good as forking VSCode, impressive.