Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer
Under pressure from rivals, the chip giant is set to offer a new product focused on rapid processing of AI queries for ‘inference’ demand
Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq
OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …
The Groq deal shows the challenges Nvidia faces as options to deploy its cash flood narrow; its annual free cash flow has risen from $4.2B in 2020 to $80B+ now
Blowout AI spending fills chip maker's coffers, but Groq deal shows that company needs to think creatively
The Groq deal shows the challenges Nvidia faces as options to deploy its cash flood narrow; its annual free cash flow has risen from $4.2B in 2020 to $80B+ now
Blowout AI spending fills chip maker's coffers, but Groq deal shows that company needs to think creatively
Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq
The chipmaker's AI-inference agreement with startup Groq indicates growing competition for top talent and technology
Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation
10% of the remaining employers can't reasonably be claimed to be running the leftover company. … Forums: Hacker News : Nvidia deal a big win for Groq employees and investors
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
M.G. Siegler / Spyglass :
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation
Shareholders in Groq, a hot AI chipmaking startup, will receive handsome payouts from the company's $20 billion deal with Nvidia …