Rumor: NVIDIA to Acquire Groq
teortaxesTex · x · 2026-07-11
A reshared perspective suggests that Jensen Huang, upon hearing about the OpenAI–Cerebras deal, might have accelerated or facilitated NVIDIA's intention to acquire Groq. The author speculates that NVIDIA might have paid a premium without fully completing technical and commercial due diligence.
The post also claims that Jensen Huang seems to have access to industry trends earlier than the public, knowing in advance about the OpenAI–Cerebras and Anthropic–Google TPU deals. The author believes Groq might have been NVIDIA's "last meaningful M&A target" at the time, but frankly admits that Groq's LPU performance is currently underwhelming.
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