The Groq acquisition tells us something important about how heavyweight players in the AI chip space operate. Nvidia's massive cash reserves aren't just sitting there—they're actively deployed to outmaneuver competitors and lock in market position. When you control the silicon supply chain, you shape what builders can actually deploy. This dynamic matters for the entire infrastructure layer, from compute-heavy applications to distributed systems that demand serious processing power. Financial muscle in chip design translates to real leverage in the industry.