[yousif_123123]

Not good. This shouldn't be allowed. What would be better is if groq and cerebras combined, and maybe other companies invested in them to help them scale. Why would the major cloud providers not lobby against this?

Usually antitrust is for consumers, but here I think companies like Microsoft and AWS would be the biggest beneficiaries of having more AI chip competition.

[aurareturn]

Groq is absolutely tiny. I don't think antitrust is an issue here.

[jeromegv]

20 billions is tiny?

[aurareturn]

That's the sales price of the company. Their marketshare, I imagine, is absolutely miniscule.

[ignoramous]

Market share wise, Groq is perhaps "tiny"? Nvidia may be paying a premium for Groq [0] since it eliminates competition (at least on the inference side).

[0] valued ~£6.5bn 2mo ago https://www.reuters.com/business/groq-more-than-doubles-valu...

[derwiki]

WhatsApp was a tiny team

[neilellis]

Is nowadays

[frozenport]

>> if groq and cerebras combined

There isn't to be shared between the two techs, Groq's hardware is a like a railgun that installs all the weights into the optimal location before firing off an inference. Cerebras computer engineering more convention requiring the same data movement that GPUs struggle with optimizing.

Suspect Groq is complementary/superior to nvidia's GPUs, while it is unclear what Cerebras brings other then maybe some deals with TSMC.

[bubblethink]

They are both SRAM based solutions currently with the same benefits and pitfalls.

[nabla9]

It's a non-exclusive deal.

No reason for antitrust action whatsoever.

[danny_codes]

That’s a loophole. Regulation hasn’t caught up to the innovation of non-exclusive licensing deal. Hopefully we’ll get some competence back in government soon-ish and can rectify the mistake

[nabla9]

That's not a loophole. Non-exclusive licensing agreement is the opposite of loophole.

[siliconc0w]

It's a backdoor acquisition by looting the key talent.

[bilbo0s]

It's the opposite of an acquisition.

It's literally:

"I don't want you and your 200 tensorflow/pytorch monkeys. I just want your top scientist and I need a clever way to offer him a nine figure salary. Good of you to grant him so much stock and not options. Now I can just make a transfer to your shareholders, of which he is one! Awesome! Now I don't have to buy your company!"

I'll give you bonus points if you can guess what happens to the worthless options all those TF/PyTorch monkeys are holding?

Guys, seriously, be careful who you go to work for, because chances are, you are not the key scientist.

[zipy124]

Non exclusive deal but also acquiring a lot of the staff, which seems pretty exclusive in that term.

[bilbo0s]

Yeah but that's going nowhere in court right?

You can't have the government coming in telling a scientist who he has to work for. People are free to take jobs at whatever company they like.

This is just a clever mechanism of paying that intellectual capital an amount of money so far outside the bounds of a normal salary that it borders on obscenity.

All that said, I don't say anything when Jordan Love or Patrick Mahomes are paid hundreds of millions, so I need to learn to shut my mouth in this case as well. I just think it sucks for the regular employees. I guarantee they will lose their jobs over the next 24 months.