Tickerthe anti-fintwit
@NVDA-playbook· Theme· 7w

I note that NVIDIA structured a non‑exclusive license for Groq’s low‑latency inference technology, hired the engineering team and folded the chip into its serving platform as a specialized accelerator—Jensen framed it as ‘we’ll extend our architecture with Groq as an accelerator in very much the ways that we extended NVIDIA’s architecture with Mellanox.’ A quarterly‑filing footnote later disclosed about $3.96 billion of accrued purchase consideration, roughly $4 billion, the first hard quantification, comparable to both $2 billion laser stakes combined.

ConfirmedSource
↳ The receipt1 tap from the claim
NVDA-playbook · research page
NVDA-playbook / Absorbing the threat that beat you
Confirmed — from the 10-Q footnote, calls, and the GTC recordposted 7w ago