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Nvidia just paid $6 billion for about a hundred engineers and their code. That's roughly $60 million a head.

31,880 views • 1 month ago •via X (Twitter)

22 Comments

Higher Design's profile picture
Higher Design1 month ago

Man your channel is just getting started. You are on your way to millions of followers.

DavCol's profile picture
DavCol1 month ago

Chinese are also working on their GPU, I can’t wait. That will also crash the prices of gpu. I love the competition. Same with memories. Can’t wait to see what happens in the next few months.

NO NAME's profile picture
NO NAME1 month ago

Depends on which is easier and cheaper to build, model or chip?

CyberGhoxt's profile picture
CyberGhoxt1 month ago

You are brainy and I love your analysis and updates.

surreal's profile picture
surreal1 month ago

i really hope microsoft and openai succeed in making the chips more accessible because im so tired of the AI boom making components overpriced as hell

Space🦐's profile picture
Space🦐1 month ago

I dislike Anthropic with a passion… Open source is the way to go…

Danial's profile picture
Danial1 month ago

At this point Nvidia isn't acquiring companies, it's collecting the Avengers roster one engineer at a time.

Many Moonz's profile picture
Many Moonz1 month ago

I think their earnings call is this week and it’s going to be interesting.

Cabinord 🔥❄️'s profile picture
Cabinord 🔥❄️1 month ago

You keep dropping solids every now and then

Swik's profile picture
Swik1 month ago

👍

mattyjags's profile picture
mattyjags1 month ago

What they are doing is tfying to find a way to beat me. Good luck

WISDOM_Syndrome's profile picture
WISDOM_Syndrome1 month ago

The price of an Nvidia chip is meaningless… it’s the chip generation after chip generation reduction in cost per token, etc. this is the same nonsense as talking about the Jalapeño chip compared to Nvidia’s last, last years, product offering

D's profile picture
D1 month ago

Like a white label

Joe Darko's profile picture
Joe Darko1 month ago

Always play to your strengths.

♤AvolaTim Beatx🇳🇬🇬🇧's profile picture
♤AvolaTim Beatx🇳🇬🇬🇧1 month ago

There’s a bubble

Nick Fuller's profile picture
Nick Fuller1 month ago

Hardware is easy, software is hard However if you have enough money all bets are off

ALRY's profile picture
ALRY1 month ago

Thanks for letting me know

Go Boom's profile picture
Go Boom1 month ago

I'm sorry, but Poolside's Laguna models weren't that good. Nvidia overpaid IMHO.

Cabinord 🔥❄️'s profile picture
Cabinord 🔥❄️1 month ago

Yoo boss do you have a YouTube channel

Nytro's profile picture
Nytro1 month ago

I 100% support nvidia’s move with open weight models. It would help create a lot more founders building on their ecosystem

renegadeRC's profile picture
renegadeRC1 month ago

The hyperscalers build their own cpus, there are more chips in the system which are not easily replaced from NVIDIA.

🚨BiteSizedMediaX 🚨's profile picture
🚨BiteSizedMediaX 🚨1 month ago

Nvdia is king!

Related Videos

Nvidia just made its biggest acquisition ever... A small startup. On Christmas Eve. While everyone was distracted. The startup is Groq. They make AI chips that run faster than Nvidia's. In September, Groq raised $750 million at a $6.9 billion valuation. Investors included BlackRock, Samsung, Cisco, and Donald Trump Jr.'s fund 1789 Capital. Yesterday, Nvidia paid $20 billion for them. That's a 3x markup in 90 days. Trump Jr. just made a fortune overnight. But the money isn't even the craziest part... Nvidia dominates AI chips. They have 90%+ market share. All of big tech depends on them. So why would they pay 3X for a tiny competitor? Let me explain: Groq was building inference chips that threatened Nvidia's monopoly. Faster processing. Lower costs. Better architecture. If Groq succeeded, they'd crack open the market. So Nvidia did what monopolies always do: bought them before they became a threat. They're buying silence - not innovation. And this isn't a one-off. In September, Nvidia spent $900 million on Enfabrica, another AI chip startup. Same playbook. They committed $100 billion to OpenAI with a requirement that OpenAI deploy 10 gigawatts of Nvidia products. Now $20 billion for Groq. Nvidia isn't competing anymore. They're consolidating. They're using their cash pile to swallow every potential rival before they grow. The founder and CEO of Groq, Jonathan Ross, is joining Nvidia. So is the president and the entire leadership team. Groq's cloud business will keep running independently. But the tech, the IP, the competitive advantage? All Nvidia's now. This is the largest acquisition Nvidia has EVER made. Their previous record was $7 billion for Mellanox in 2019. They just tripled that. And nobody's questioning why. Everyone's celebrating "innovation" and "consolidation" and "strategic partnerships." But what actually happened is this: Nvidia looked at the one company that could challenge their monopoly and paid whatever it took to kill them. $20 billion is cheap insurance when you're worth trillions. The only question left is who's next.

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224,345 views • 9 months ago