Tech Brew Ride Home Nvidia Kindacquires Groq
60 snips
Dec 29, 2025 Nvidia's recent $20 billion deal with Groq raises eyebrows and sparks speculation about their strategy for innovation and market dominance. Exciting developments are on the horizon as Samsung integrates Google Photos into their smart TVs, just in time for CES. Meanwhile, accountants are taking a bold stance by ending remote exams to tackle AI cheating concerns. Plus, a sobering discussion on the reality of humanoid robots reveals industry overhype and the challenges ahead.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA's Large 'Kindacquisition' Move
- NVIDIA struck a $20B licensing deal with Groq that moves most of Groq's team to NVIDIA while Groq remains independent.
- The deal gives NVIDIA access to Groq's low-latency SRAM-focused IP and talent to counter TPU competition.
On-Chip Memory Reduces HBM Reliance
- Groq's chips use SRAM to keep data on-processor, minimizing shuttling to external HBM.
- That reduces dependence on a small HBM supply chain that NVIDIA currently relies on.
Groq Keeps Cloud Unit Amid Cuts
- Groq will keep its cloud business and data center offerings despite the licensing deal.
- The startup trimmed 2025 revenue projections, highlighting execution and capacity challenges.