Locator: 49746GROQ.
Again, we're talking about Groq, Inc., not Monsters, Inc (the movie) or Grok, the Musk xAI chatbot. Note the spelling of Groq.
Chips are tracked at a tab at the top of the page.
Note: this story is about "Groq," a chipmaking company. It is not about Grok, the xAI chatbot.
Grok, the xAI chatbot: Grok is a generative artificial intelligence chatbot developed by xAI.
It was launched in November 2023 by Elon Musk as an initiative based on the large language model of the same name.
Groq, the AI company that builds hardware, or blades, or in this case, an "integrated circuit."
Groq, Inc. is an American artificial intelligence (AI) company that
builds an AI accelerator application-specific integrated circuit (ASIC)
that they call the Language Processing Unit (LPU) and related hardware
to accelerate the inference performance of AI workloads.
Examples of the types of AI workloads that run on Groq's LPU are: large
language models (LLMs), image classification, and predictive
analysis.
AI prompt: what's the difference between the Xilinx field gated array (bought by AMD) and Groq's application-specific integrated circuit?
Groq is headquartered in Mountain View, CA, and has offices in San Jose,
CA; Liberty Lake, WA; Toronto, Canada; and, London, U.K. with remote
employees throughout North America and Europe.
Updates
December 26, 2025: this is a very, very interesting story. I assume that we're going to be hearing a lot about this "business deal" for quite some time. It seems to be a page from the playbook of BRK (Warren Buffett and Charlie Munger) -- "buying companies" but the companies continue to operate "entirely" autonomously but BRK provides financial, investing, and accounting support. Much could be said.
This is the first full story from CNBC after this deal was announced. Link here. Nvidia has a market cap trending toward $5 trillion. The $20 billion earmarked for Grok amounts to 0.4% of $5 trillion. If my parents gave me $1 allowance when I was growing up, it would be like me paying half a cent for something I really, really liked and really, really wanted. It was not unusual for me to find a penny on the ground on any given day when I was growing up.
AI prompt: Nvidia entered this agreement as a defensive move. What was the purpose of the defensive move?
Original Note
Shay, link here. Once you've read the headline(s), this is the post I found most helpful.
- Joann Stern, WSJ, broke the story on my x thread, but it was Shay who really provided the back story.
- in case Shay's link above disappears, here is what he wrote: link here.
Jonathan Ross, linked here.
The wealth wizard, link here. Note Groq.
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- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
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now, Nvidia, also. I am also inappropriately exuberant about all things
Nvidia. Nvidia is a metonym for AI and/or the sixth industrial
revolution.
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