Dec. 25 at 2:11 PM
$BZAI At one time, Groq employees were asked to take compensation cuts due to a cash crunch, and now, they get taken out for
$20 billion in cash by NVIDIA. Advantage there, per talking heads, is no reliance on DDR5, which is call sign of AI bloat and supply chain bottleneck.
Blaize doesn't need DDR5 either. They don't need much bloat at all. Has the arms race for efficiency started?