Right Tool for the Job

Adding a hyperspeed SKU to Nvidia's portfolio

I know a lot of ink has been spilled on Groq and Nvidia.

Let’s zoom out a bit and take a look at why adding an ultra-low-latency SKU to Nvidia’s portfolio is the right strategy.

Will we answer why Groq for $20B is Jensen’s approach to filling that portfolio slot? Nope. Like you, I have a lot of questions there. Regardless, the coverage a hyperspeed SKU gives Nvidia is important.

First, let’s start with the shape of the workloads Groq targets:

Groq covers new surface area for Nvidia…