Nvidia’s massive Groq deal looks less like confidence and more like a defensive move to protect its grip on AI
This isn’t a growth story, it’s a land grab. Nvidia isn’t buying Groq for innovation, it’s buying time and control before anyone else can threaten its chokehold on AI compute. When the richest chip company on earth drops $20 billion in cash without blinking, that’s not confidence, that’s fear of being disrupted before the next …