I think it's important to note that there's nothing forbidding LPU style determinism from being used in training. They just didn't make that choice.
Also tenstorrent could be a viable challenger in this space. It seems to me that their NoC and their chips could be mostly deterministic as long as you don't start adding in branches
So many companies doing non-"acquisitions" during this AI boom!
Though this one is at least more comprehensive than say, Google simply hiring back Noam Shazeer from Character.AI or OpenAI taking Windsurf
Nvidia hired all their top personnel and paid $20B to license their technology, but stopped short of actually acquiring the company. Very similar to how Google didn't buy Windsurf.
I assume it's more about what Groq had that Nvidia didn't want, which was competition (in inference hardware).
No shade but most other coverage will focus on whether this signals an AI bubble. That's missing the story.
Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays.
The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced Christmas Eve while Trump's AI Czar (Chamath's All-In podcast co-host) is in office. Chamath's Social Capital made AT LEAST ~$2B on this exit.
My article breaks down: what Nvidia actually bought vs what they left behind, why the deal structure matters, who got paid, and the political connections nobody's talking about.
>Let's look at the sh he dumped on retail with his abysmal SPAC track record
I do not see why one would feel animosity towards Chamath for this reason. Was there fraud involved? Otherwise, all investors are liable for doing their own due diligence.
I think it's important to note that there's nothing forbidding LPU style determinism from being used in training. They just didn't make that choice.
Also tenstorrent could be a viable challenger in this space. It seems to me that their NoC and their chips could be mostly deterministic as long as you don't start adding in branches
So many companies doing non-"acquisitions" during this AI boom! Though this one is at least more comprehensive than say, Google simply hiring back Noam Shazeer from Character.AI or OpenAI taking Windsurf
Nvidia bought groq? I am out of the loop but what does groq have that they want?
Nvidia hired all their top personnel and paid $20B to license their technology, but stopped short of actually acquiring the company. Very similar to how Google didn't buy Windsurf.
I assume it's more about what Groq had that Nvidia didn't want, which was competition (in inference hardware).
No shade but most other coverage will focus on whether this signals an AI bubble. That's missing the story.
Nvidia explicitly did NOT acquire Groq. They licensed the IP and hired the talent. This structure dodges CFIUS review (Groq had $1.5B in Saudi government contracts), antitrust scrutiny, and years of regulatory delays.
The $13B premium over the September valuation was the cost of regulatory arbitrage. Announced Christmas Eve while Trump's AI Czar (Chamath's All-In podcast co-host) is in office. Chamath's Social Capital made AT LEAST ~$2B on this exit.
My article breaks down: what Nvidia actually bought vs what they left behind, why the deal structure matters, who got paid, and the political connections nobody's talking about.
It will be interesting to see if this is an exit for investors and which ones. Given it wasn’t an acquisition but licensing.
> Why do I hate Chamath?
>Let's look at the sh he dumped on retail with his abysmal SPAC track record
I do not see why one would feel animosity towards Chamath for this reason. Was there fraud involved? Otherwise, all investors are liable for doing their own due diligence.
Part of it is the irrational feeling of a disgruntled investor, doubt that I'm alone.
The other part is he has a track record of dumping on retail then telling them not to buy his next deal once he's already cashed out.
Nobody in finance holds a high opinion of Chamath.
I don't read it this way. I cynically read it as a $20B refund to Musk for all the Nvidia gear he's purchased. more circular financing.
This is about Groq (the semiconductor company), not Grok (xAI’s LLM).
I don't think Musk has anything to do with Groq AI (his Grok model is from xAI)
This is a about Groq, not Grok (Musk's chatbot).
Grok != Groq
Legend of the Gobbos