[cayleyh]

Underrated acquisition. Gives NVIDIA a whole lineup of inference-focused hardware that iirc can retrofit into existing air cooled data centres without needing cooling upgrades. Great hedge against the lower-end $$$-per-watt and watt-per-token competition that has been focused purely at inference.

[alecco]

Also a hedge from the memory cartel as Groq uses SRAM. And a reasonable hedge in case Taiwan gets blockaded or something.