Remix.run Logo
yousif_123123 9 hours ago

Not good. This shouldn't be allowed. What would be better is if groq and cerebras combined, and maybe other companies invested in them to help them scale. Why would the major cloud providers not lobby against this?

Usually antitrust is for consumers, but here I think companies like Microsoft and AWS would be the biggest beneficiaries of having more AI chip competition.

aurareturn 9 hours ago | parent | next [-]

Groq is absolutely tiny. I don't think antitrust is an issue here.

jeromegv 9 hours ago | parent [-]

20 billions is tiny?

aurareturn 9 hours ago | parent | next [-]

That's the sales price of the company. Their marketshare, I imagine, is absolutely miniscule.

derwiki 9 hours ago | parent | prev | next [-]

WhatsApp was a tiny team

neilellis 9 hours ago | parent | prev | next [-]

Is nowadays

ignoramous 8 hours ago | parent | prev [-]

Market share wise, Groq is perhaps "tiny"? Nvidia may be paying a premium for Groq [0] since it eliminates competition (at least on the inference side).

[0] valued ~£6.5bn 2mo ago https://www.reuters.com/business/groq-more-than-doubles-valu...

nabla9 9 hours ago | parent | prev | next [-]

It's a non-exclusive deal.

No reason for antitrust action whatsoever.

danny_codes 7 hours ago | parent | next [-]

That’s a loophole. Regulation hasn’t caught up to the innovation of non-exclusive licensing deal. Hopefully we’ll get some competence back in government soon-ish and can rectify the mistake

siliconc0w 8 hours ago | parent | prev [-]

It's a backdoor acquisition by looting the key talent.

frozenport 5 hours ago | parent | prev [-]

>> if groq and cerebras combined

There isn't to be shared between the two techs, Groq's hardware is a like a railgun that installs all the weights into the optimal location before firing off an inference. Cerebras computer engineering more convention requiring the same data movement that GPUs struggle with optimizing.

Suspect Groq is complementary/superior to nvidia's GPUs, while it is unclear what Cerebras brings other then maybe some deals with TSMC.

bubblethink 4 hours ago | parent [-]

They are both SRAM based solutions currently with the same benefits and pitfalls.