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RT Jukan: A few thoughts I have right now: Jensen Huang heard about the OpenAI–Cerebras deal and panic-bought Groq. That likely pushed NVIDIA into pa…
RT JukanA few thoughts I have right now:Jensen Huang heard about the OpenAI–Cerebras deal and panic-bought Groq. That likely pushed NVIDIA into paying a high price for the company without conducting a sufficiently thorough technical and commercial evaluation.Jensen also appears to have what I would call a “Silicon FBI.