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The only thing I can think of here is that OpenAI’s DRAM land grab is going to stack on a non-NV target and NV need to hedge with an SRAM design that’s on the m
by bri3d 10mo ago
The only thing I can think of here is that OpenAI’s DRAM land grab is going to stack on a non-NV target and NV need to hedge with an SRAM design that’s on the market NOW. Otherwise, I can’t see how NV couldn’t eat Groq’s lunch in one development cycle - it’s not like NV can’t attach a TPU to some SRAM and an interconnect. Either that or Groq closed a deep enough book to scare them, but 40x is a lot of scared.
- fancyfredbot 10mo agoThat's an interesting take, it's plausible Nvidia wants to have an SRAM based product, but I am struggling to see why they would pay $20bn to have one /right now/. Even if DRAM prices make Groq's approach more economical, Nvidia can develop a competitive product before Groq could take any real market share.
- bri3d 10mo agoExactly. The only way this makes sense to me is if the board needed this product in <1 cycle. Which makes no sense for a market player like NV who already have the PDK, volume, and literally everything else in the universe. But here it is, so there is clearly a factor I have not considered :)
- ece 10mo agoWould a Groq chiplet be worth $20B? If you bundle it while no one else can, maybe..
- xgbi 10mo agoI want to subscribe to your AI wars news please! Joke aside, the strategic choices here and there hint at the blood lust of all other actors to dethrone Nvidia, it’s fascinating.