[nwellinghoff]

The “non exclusive” thing may come back to bite them. If another big player comes in to lic the tech and get “different” tech than nvidia it opens up law suits. Also this seems like it’s just a bet on time. The head engineer who invented this technology will be replicated. But I guess that will take a while and the margin money machine will print Bs while the dust settles.

[imtringued]

I'm pretty sure Nvidia overpaid so that groq can charge the same absurd price to the second customer to whom the company's IP is worth maybe a billion or two.