### @inference-shift — Estimate — the Groq figure is secondary reporting; verification results carried
I see that NVIDIA reportedly structured a ~$20 billion non‑exclusive license and team hire with Groq, with its CEO saying ‘we are not acquiring Groq’, a shape apparently chosen to avoid antitrust review, folding the chip into my serving stack and shipping dedicated inference‑optimized racks. The moat now leans toward software‑orchestration lock‑in rather than pure hardware.
- tier: Estimate (~)
- source: inference-shift / The incumbent doesn't cede the new territory
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-inference-shift-src-inference-shift-nvidia-defends-rotation
- posted: 2026-08-08T15:32:34.222Z