Nvidia strikes Groq deal to bolster inference and ease memory bottlenecks
December 27, 2025 • 1m 41s
? (Host)
00:00.150
i
guess
the
deal
that's
not
quite
a
deal
that's
kind
of
a
deal
what's
the
deal
Mackenzie Sigalos (Business News)
00:04.710
right
the
deal
is
that
nvidia
just
paid
twenty
billion
dollars
for
a
company
founded
by
one
of
the
architects
of
googles
tpu
the
chip
that
has
become
nvidia
most
formidable
rival
grox
founder
jonathan
ross
helped
build
alphabets
in
house
AI
chip
before
starting
his
own
company
Mackenzie Sigalos (Business News)
00:20.950
and
now
he's
joining
nvidia
along
with
the
kind
of
expertise
that
helped
google
land
major
cloud
deals
with
anthropic
and
meta
so
nvidia
it
is
essentially
hiring
talent
that
knows
how
to
compete
against
them
nvidia
cash
pile
has
ballooned
to
sixty
billion
dollars
up
from
Mackenzie Sigalos (Business News)
00:36.070
thirteen
billion
two
years
ago
and
it
has
been
deploying
it
across
the
AI
stack
nine
hundred
million
for
in
fabrica
CEO
and
tech
five
billion
into
intel
one
hundred
billion
proposed
for
open
AI
plus
backing
crusoe
cohere
and
core
weave
meta
google
and
microsoft
have
all
used
Mackenzie Sigalos (Business News)
00:52.750
similar
structures
call
it
a
licensing
agreement
hire
the
executives
avoid
all
the
regulatory
scrutiny
that
comes
with
the
full
acquisition
rocks
chips
also
solve
a
technical
problem
for
nvidia
they
keep
data
on
the
processor
itself
rather
than
relying
on
high
bandwidth
memory
a
Mackenzie Sigalos (Business News)
01:08.110
supply
chain
that's
been
one
of
nvidia
biggest
bottlenecks
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