DOJ scrutinizes Nvidia's ~$20B Groq licensing deal over merger-review evasion

eyishazyer · x · 2026-09-11

The NYT reported Sept. 9 that the DOJ is examining whether Nvidia structured its roughly $20B non-exclusive licensing deal with Groq (announced last December) specifically to avoid merger review; a fine is possible, unwinding unlikely. Same thread: DeepSeek's Sept. 10 release of V4.1-Flash, a 552B MoE with 8B/16B active params and claimed 4x lower HBM and 8x lower SSD KV-cache footprint.

Related event: DeepSeek Open-Sources V4.1 Flash: 552B MoE New Architecture Beats Its Own Flagship at a Fraction of the Cost(52 posts)→

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