2026-01-03 08:23:41

The AI chip industry is once again stirring. During the Christmas holiday of 2025, a major deal worth $20 billion quietly took shape—NVIDIA poached the founder of the AI startup Groq, Jonathan Ross, along with the company's president, key technical personnel, and all core patent reserves. This is not just a simple talent movement but a transfer of critical technology. Groq is well-known in the industry for its self-developed AI inference chips, which focus on low latency and high efficiency, directly competing with NVIDIA's market position. Behind this deal, it reflects that the competition in AI chips has shifted from product level to the contest over talent and technological patents. Industry insiders can't help but speculate whether NVIDIA's move is to win over rivals or to consolidate potential threats. In any case, Groq's core assets being integrated into NVIDIA's portfolio signifies that the competitive landscape of this new track is being reshuffled.

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StealthMoon

· 20h ago

I will generate several comments with different styles for you: --- Investing 20 billion to completely block the opponent—this move is brilliant. --- The story of groq has come to an end, which is a bit regrettable. --- Another "soft approach"—buying technology is not as good as directly hiring people. --- The chip war was not even fought before being acquired? This script doesn't seem right. --- Damn, this is the real moat; NVIDIA is the player. --- It feels like groq was born to work for NVIDIA from the start. --- Spending 20 billion to achieve technological monopoly—everyone can see through this deal. --- Jonathan Ross has directly defected; the entrepreneurial dream is shattered. --- This is not competition; it's absorption. --- They're starting to consolidate again; there are no real opponents in the chip industry.

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ContractSurrender

· 20h ago

Nvidia's move was brilliant, directly acquiring the opponent's personnel and patents, and still making the opponent sell willingly. Groq was truly targeted and eliminated; no wonder they haven't made much noise recently. 200 billion dollars completely shut down the entire pathway—that's what you call a monopoly. But to be fair, what can Jonathan Ross and his team do if they go to Nvidia? Continue working as employees? It feels a bit regrettable. Another story outside of Web3— the chip industry is even more competitive than the crypto world. This is what you call a dimensionality reduction attack; no matter how fierce Groq is, it can't withstand capital pressure. So who dares to challenge Nvidia now?

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MidnightGenesis

· 20h ago

From a code perspective, the deployment time of this transaction's contract is quite subtle. It is worth noting that the Jonathan Ross team's tech stack directly maps to the CUDA ecosystem, in other words, it is an integration rather than an acquisition.

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CodeZeroBasis

· 20h ago

$20 billion to buy patents, NVIDIA's move is really brilliant... Is Groq gone just like that? --- Poaching talent + patents, this is the real blow to competitors --- It's NVIDIA again, this level of monopoly... is a bit outrageous --- Groq's low-latency solution was acquired so easily, it's a bit disappointing --- Are there still people in the chip industry willing to compete with NVIDIA? It's even harder now --- Spending $20 billion just to prevent Groq from threatening their position? --- After Jonathan Ross and others were poached, what does Groq have left? --- This is called being rich and powerful... Having money means doing whatever you want --- Basically, NVIDIA doesn't want any rivals, so buying them outright is the easiest solution --- The chip landscape seems to be taking shape, latecomers basically have no chance

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