Limitless Podcast This Week in AI: Nvidia "Acquires" Groq, Meta Buys Manus, Gemini is the Biggest App
Dec 31, 2025
Nvidia's monumental $20 billion deal with Groq could reshape AI infrastructure with game-changing technology. Meanwhile, Meta's acquisition of Manus raises questions about its long-term strategy. Google celebrates Gemini's rise to the top, dethroning ChatGPT, while its purchase of Intersect aims to enhance energy management for data centers. Finally, insights from Andre highlight the exciting future of generative AI and its potential impact on user experiences.
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NVIDIA Secures Inference Edge
- NVIDIA licensed Groq's inference tech and talent rather than fully acquiring the company.
- This fills NVIDIA's low-latency inference blind spot and tightens its grip on the AI hardware stack.
LPUs Use SRAM For Faster Inference
- Groq's LPU uses SRAM to store model weights on-chip, drastically lowering energy and latency for inference.
- They claim roughly 10x memory density and one-tenth the energy cost versus traditional GPUs for inference.
Chamath's Early Bet Paid Off
- Chamath's 2016 memo highlighted Jonathan Ross early as a key investor bet that paid off over nearly a decade.
- That early foresight turned a small stake into enormous returns when Groq's tech became highly valuable.