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M.G. Siegler
mgsiegler.com
did:plc:bqdtwrjvjqldbquxyezad735
Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively – for NVIDIA – small price to pay to effectively lock this team and tech up. Some last-minute Christmas shopping for Jensen Huang...
https://spyglass.org/nvidia-groq-deal/
2025-12-26T22:18:53.332Z