1. Anti-Competitive Consolidation
Nvidia is acquiring Groq's tech to eliminate a key inference rival, reducing innovation and market competition.
"Legit feels like Nvidia just buying out competition to maintain their position and power" (nusl).
"this is genuinely sad, groq had really fast inference and was a legit alternative architecture to nvidia's dominance. feels like we're watching consolidation kill innovation in real time" (yoan9224).
2. Antitrust and Regulatory Skepticism
Doubts the deal will face scrutiny amid a lax US regulatory environment favoring Nvidia.
"How can this pass antitrust rรฉgulation?" (julienfr112).
"I donโt see how this isnโt anti trust but knowing this political climate, this deal will go through" (syntaxing).
"There is no 'antitrust regulation' in the US in 2025" (rvz).
3. Strategic Acquisition for Inference Tech
Nvidia gains ASIC expertise to bolster its inference capabilities and counter scaling limits.
"They almost certainly plan to invest in the technology. One of the biggest threats to Nvidia is people developing AI-centric ASICs" (mdasen).
"isn't that exactly what they should be doing? ... the only rational thing to do is use the money to try and cover all your bases" (A_D_E_P_T).