PoV of NVIDIA acquiring Groq, and then the leftover of Groq is now buying NVIDIA B300/GB300/Rubin GPUs & LPUs and renting them out to enterprises/neolabs. A lot of the clusters Groq is renting out don’t even include LPUs and are just straight-up Blackwell clusters. x.com/groqinc/status…

PoV of NVIDIA acquiring Groq, and then the leftover of Groq is now buying NVIDIA B300/GB300/Rubin GPUs & LPUs and renting them out to enterprises/neolabs. A lot of the clusters Groq is renting out don’t even include LPUs and are just straight-up Blackwell clusters. x.com/groqinc/status…

Source:https://x.com/SemiAnalysis_/status/2087698883593834946