My understanding is Groq failed to deploy their second-gen chips on time, which caused their stock to deflate.
Groq's primary advantage over Cerebras and SambaNova, as I see it, is they don't fabricate on TSMC. That's attractive to Nvidia, who doesn't want to give up any of their datacenter GPU allocation.
My understanding is Groq failed to deploy their second-gen chips on time, which caused their stock to deflate.
Groq's primary advantage over Cerebras and SambaNova, as I see it, is they don't fabricate on TSMC. That's attractive to Nvidia, who doesn't want to give up any of their datacenter GPU allocation.