[TurdF3rguson]

> they have a totally superior product to Nvidia for inference based tasks

They're not really competing with Nvidia because 1) Nvidia owns their chips now, and 2) Nvidia is not really an inference provider.

[bluegatty]

Groq is a slicon maker, the inference provider stuff is a path to market, it's not really the reflection of their market potential.

Nvidia doesn't own them or all their IP now, we don't quite know the terms of the deal.

[TurdF3rguson]

AFAIK the terms were the chip-making + talent stuff went to Nvidia, and the api provider stuff gets to keep existing separately.