The Ledger
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Ross: Groq will not train proprietary AI models to avoid competing with clients
“We have decided that we're not going to train our own models. We'll do a little fine tuning for specific cases or whatnot, but we don't want to compete.”
Lemkin: Jensen Huang closed NVIDIA's $20B Groq deal in two weeks
“He reached out to Jonathan Ross literally just weeks ago, and the deal closed for twenty billion within two weeks. And he told his whole team, I want it done before Christmas, and it was done ahead of time.”
Ross: Groq Will Never Create Its Own AI Models
“In our case we found an area where we will not compete with our customers, which is we will not create our own models. So we just won't do it.”
Groq deploys 600 to 3,000 chips per AI model instead of eight
“So rather than using eight chips, we'll use 600 or 3000 for a model.”
Ross: Groq built its entire hardware and cloud stack with 300 people
“We have 300 people. We built our own chip. We built our own networking hardware and software. We built our own runtime. We built our own orchestration layer. We built our own compiler. We built our own cloud. We built all this with 300 people.”
O'Driscoll: Groq generated $4M in 2023 and ~$40M in 2024 revenue
“As I said, four million dollars in 23, forty-ish in 24.”
Stebbings: Nvidia acquired Groq for $20B cash at 3x valuation markup
“Grok being acquired for twenty billion in cash. It happened just before Christmas. Chamath obviously coming out as one of the big winners. Price is three X more than the last round price.”
Ross: Groq plans to upgrade its AI chips annually
“We're looking at upgrading chips about once a year.”
Morin: Groq and Cerebras beat GPUs via on-chip data storage
“Actually, that's why Grok achieves, ah, not Grok, but Grok, Cerebras, and all these folks, they achieve very high performance single stream is because the data is right in the chip that doesn't have to get it from memory, which is slow, which GPU has to do.”
Groq Completed Saudi AI Deployment in 51 Days
“Ah, the recent deployment we did in, in Saudi Arabia 51 days from contract to the first tokens being served in production in country.”
Groq Chips Function as Switches Without External Hardware
“We actually don't use switches to communicate between our chips. We just plug our chips into our chips. Our chips are the switch.”