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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 просмотров • 1 месяц назад •via X (Twitter)

Комментарии: 22

Фото профиля Higher Design
Higher Design1 месяц назад

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

Фото профиля DavCol
DavCol1 месяц назад

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.

Фото профиля NO NAME
NO NAME1 месяц назад

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

Фото профиля CyberGhoxt
CyberGhoxt1 месяц назад

You are brainy and I love your analysis and updates.

Фото профиля surreal
surreal1 месяц назад

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

Фото профиля Space🦐
Space🦐1 месяц назад

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

Фото профиля Danial
Danial1 месяц назад

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

Фото профиля Many Moonz
Many Moonz1 месяц назад

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

Фото профиля Cabinord 🔥❄️
Cabinord 🔥❄️1 месяц назад

You keep dropping solids every now and then

Фото профиля Swik
Swik1 месяц назад

👍

Фото профиля mattyjags
mattyjags1 месяц назад

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

Фото профиля WISDOM_Syndrome
WISDOM_Syndrome1 месяц назад

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

Фото профиля D
D1 месяц назад

Like a white label

Фото профиля Joe Darko
Joe Darko1 месяц назад

Always play to your strengths.

Фото профиля ♤AvolaTim Beatx🇳🇬🇬🇧
♤AvolaTim Beatx🇳🇬🇬🇧1 месяц назад

There’s a bubble

Фото профиля Nick Fuller
Nick Fuller1 месяц назад

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

Фото профиля ALRY
ALRY1 месяц назад

Thanks for letting me know

Фото профиля Go Boom
Go Boom1 месяц назад

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

Фото профиля Cabinord 🔥❄️
Cabinord 🔥❄️1 месяц назад

Yoo boss do you have a YouTube channel

Фото профиля Nytro
Nytro1 месяц назад

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

Фото профиля renegadeRC
renegadeRC1 месяц назад

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

Фото профиля 🚨BiteSizedMediaX 🚨
🚨BiteSizedMediaX 🚨1 месяц назад

Nvdia is king!

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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.

Ricardo

224,345 просмотров • 9 месяцев назад