Welcome back to TechDaily.ai, where we break down the biggest tectonic shifts in tech—before they hit the front page. In this episode, David and Sophia dig into what might be the most strategic corporate deal of late 2025: the licensing and talent transfer between Nvidia and Groq.

Everyone saw the headlines. Few understood what really happened.

This wasn’t a traditional acquisition. There was no buyout, no equity cash-out, and no change of control. Instead, Nvidia executed a surgical move: non-exclusive IP licensing paired with a high-stakes engineering exodus, absorbing Groq’s founder, president, and core talent—while leaving the company shell intact.

Inside this episode:

• Why this wasn’t a buyout: How Nvidia side-stepped regulatory scrutiny and messy integration by licensing Groq’s inference tech—and hiring the brains behind it.
• The real prize: Jonathan Ross, TPU pioneer and architect of Groq’s SRAM-powered LPU chip, now working inside Nvidia’s walls.
• SRAM vs HBM: Why Groq’s ultra-low-latency chip architecture matters—and what it reveals about the future of deterministic inference.
• Memory is strategy: From KV cache management to advanced packaging (CoWoS), how AI bottlenecks are now defined by bandwidth and physical proximity, not raw compute.
• Financing as supply chain leverage: A deep dive into how SPVs and chip-backed capital flows (like Elon Musk’s xAI deal) are turning GPUs into revenue-generating assets.
• The rise of the "license & hire" model: Google, Microsoft, and now Nvidia are rewriting the rules of startup value—prioritizing people and capabilities over full acquisitions.

This deal marks a critical shift in AI's power structure. As training becomes episodic and inference becomes the true economic engine of AI, every millisecond—and every engineer—counts.

If you want to understand the real levers of control in AI’s next chapter, this is the episode to hear.

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