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From the article: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive licence may keep the fiction of competition
by DivingForGold 10mo ago
From the article: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive licence may keep the fiction of competition alive,” said Stacy Rasgon, an analyst at Bernstein Research, in a note to clients regarding Nvidia’s deal with Groq.
“Non-exclusive” does not in any form or fashion spell out that all Nvidia's competitors who are, or consider to be collaborating with Groq can and will obtain the very cutting edge Groq technology, as Nvidia will obtain. Competitors could obtain 2nd best, or "watered down" tech.