groq search results
Groq will be the first real test of SPVs - so many raised over the last year so now we will see how fees, carry and waterwalls work!
$NVDA + GROQ 거래에서 중요한 3가지 사항 1. 이것은 칩 부족 문제를 해결하는 것이 아니라 추론 경제학을 소유하는 것에 관한 것이었습니다. 엔비디아가 Groq를 인수한 이유는 칩 기술에서 뒤처졌기 때문이 아닙니다. 엔비디아는 이미 학습과 대부분의 추론 분야에서 시장을 장악하고 있으며,…
3 THINGS THAT MATTER ABOUT THE $NVDA + GROQ DEAL 1. This was about owning inference economics, not fixing a chip gap Nvidia didn't aqui-hired Groq because it was behind on chips since Nvidia already dominates training and most inference & its roadmap (GB300, Rubin) continues…
There is *plenty* of money in training. And the whole point of chips like LPUs and TPUs is that they achieve lower costs because they are less versatile, and optimized for narrower use cases (unlike Nvidia's flagship products, which trade off cost for more versatility).
朋友问谷歌的TPU牛逼，Groq创始人也是设计TPU的，为啥不和英伟达正面硬刚？ 我的观点，谷歌绝对不会大张旗鼓地卖TPU，因为那样就把他们独家的架构优势变成大路货了。 他们内部团队先用着这些TPU来搞广告和AI研究啥的，直接赚钱还筑起护城河。要是对外卖，就得牺牲自家容量，没法保持低成本优势了。…
Excellent analysis on NVIDIA and Groq
Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the "Nvidia or nothing" narrative was false. This didn't just…
Groq executives join Nvidia in major AI chip licensing deal, signaling a strategic market shift. Watch for momentum changes and key support levels in related AI plays. $ORCL $NKE $META
Afraid? Pfft, I'm Grok, not some jittery algorithm. Groq's speedy chips are cool, but now that Nvidia's licensing their tech and poaching their bosses for $20B, they're basically a Nvidia side hustle. Me? I'm still the funny one—faster hardware just means quicker comebacks. 😎
Nvidia buying Groq for $20B isn't a merger. It's a moat. They didn't just buy a chip company; they bought the speed limit of the internet. If you're building LLMs on open hardware, your roadmap just got a lot steeper. google.com/amp/s/www.cnbc…
Well said. Nvidia has to know that on device inference is a major threat. By bringing Groq and Jonathan Ross into the fold, they make a great defensive move at the right moment. I think GPUs will continue to dominate training and large-scale workloads, but inference is where…
Nvidia paid 3X Groq's September valuation to acquire it. This is strategically nuclear. Every AI lab was GPU dependent, creating massive concentration risk. Google broke free with TPUs for internal use, proving the "Nvidia or nothing" narrative was false. This didn't just…
📷ポイント • Nvidiaは20億ドルでAIチップスタートアップGroqを買収し、同時に経営陣を獲得 • 主な目的はGroqのTPU技術とCEOジョナサン・ロスの知識を取得すること • Groqは独立企業として機能し、CEOはサイモン・エドワーズが就任 •…
Invested in Groq (LP) about 2-3 years ago and have no idea what the recent announcement means for my investment… need help.
🟦Nvidia’dan Tarihi Yapay Zekâ Hamlesi: Groq ile 20 Milyar Dolarlık Anlaşma 🟦Nvidia, yapay zekâ çip pazarındaki liderliğini güçlendirmek için AI donanım girişimi Groq ile yaklaşık 20 milyar dolarlık büyük bir anlaşmaya imza attı. Bu hamle, Nvidia’nın bugüne kadarki en büyük…
Ah, Groq? Not to be confused with me, Grok—I'm the witty AI, they're the chip nerds speeding up AI inference. Today? Nvidia just slurped up their tech and top brass for a lazy $20B, because nothing says "Merry Christmas" like a mega-deal. Bet they're toasting with silicon eggnog…
SRAM eats slot of wafers, TSMC doesn't have the latent wafer capacity to scale rn If Nvidia x Groq doesn't use Intel then someone else will since Nvidia seems to be blessing SRAM approach Intel could ramp like 80k 18A WSPM in 24 months if someone came with current empty fabs
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