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So many bad takes on Groq as if its LPU is some magical new architecture or a TPU for hire.
Groq's micro architecture does not matter. The *only* reason Groq has any traction is because it bet on SRAM. Without SRAM, there's no speed advantage, no PMF, no demand, and no acquisition. No one cares about deterministic latency, fancy compilers, or VLIW cores.
Ultimately Nvidia bought Groq because if Groq is allowed to scale its roadmap - especially as part of a well funded hyperscaler - it would become a huge drag on Nvidia's narrative/valuation. $20B today saves $200B later. The tech almost doesn't matter.
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