Nvidia Buys Groq, Google's Moat Widens, Open Source Stalls

Custom AI chips consolidate, OpenAI is being attacked on all fronts, and open source AI is losing mindshare

Nvidia Pays $20 Billion for Groq’s Inference Speed

Nvidia struck a $20 billion licensing deal with AI chip startup Groq on Christmas Eve, bringing founder Jonathan Ross and president Sunny Madra into Nvidia along with the company’s core IP. GroqCloud continues operating independently under new CEO Simon Edwards.

Groq framed it as a “non-exclusive licensin…