This is some fantastic insight. That would also inflate the opex (power/space/staffing) needs as well as people need to consider all the networking gear to hook

This is some fantastic insight. That would also inflate the opex (power/space/staffing) needs as well as people need to consider all the networking gear to hook this stuff together. 400G nic/switches/cables aren't cheap and in some cases, very hard to obtain in any sort of quantity. It does seem like an odd move in that case. I liken this to a company like Bitmain. Why sell the miners when you could just run them yourselves? Well, fact is that they do both. But in this case, Groq is turning off the sales. Who knows, maybe it just ends up being a temporary thing until they can sort all of the pieces out.