>Are they buying them to try and slow down open source models

The opposite, I think.

Why do you think that local models are a direct threat to Nvidia?

Why would Nvidia let a few of their large customers have more leverage by not diversifying to consumers? Openai decided to eat into Nvidia's manufacturing supply by buying DRAM; that's concretely threatening behavior from one of Nvidia's larger customers.

If Groq sells technology that allows for local models to be used better, why would that /not/ be a profit source for Nvidia to incorporate? Nvidia owes a lot of their success on the consumer market. This is a pattern in the history of computer tech development. Intel forgot this. AMD knows this. See where everyone is now.

Besides, there are going to be more Groqs in the future. Is it worth spending ~20B for each of them to continue to choke-hold the consumer market? Nvidia can afford to look further.

It'd be a lot harder to assume good faith if Openai ended up buying Groq. Maybe Nvidia knows this.

> Besides, there are going to be more Groqs in the future.

And likely some of them are going to be in countries that won't let them sell out to Nvidia.