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That's an interesting take, it's plausible Nvidia wants to have an SRAM based product, but I am struggling to see why they would pay $20bn to have one /right now/. Even if DRAM prices make Groq's approach more economical, Nvidia can develop a competitive product before Groq could take any real market share.

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Exactly. The only way this makes sense to me is if the board needed this product in <1 cycle. Which makes no sense for a market player like NV who already have the PDK, volume, and literally everything else in the universe. But here it is, so there is clearly a factor I have not considered :)

Would a Groq chiplet be worth $20B? If you bundle it while no one else can, maybe..

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