**************************Nvidia $50B bet on Thinking Machines Lab (Mira Murati) + Groq acq**************************
Key Questions
What is Nvidia's investment in Thinking Machines Lab?
Nvidia is making a $50 billion multi-year bet on Thinking Machines Lab, founded by Mira Murati, following its prior $2 billion seed at $12 billion valuation. This includes investments in Vera Rubin chips and 1GW compute capacity.
What details surround the Groq acquisition and OpenAI's stake?
OpenAI is acquiring Groq for $20 billion, focusing on inference SRAM technology. This is part of broader signals including Nvidia's $100 billion OpenAI stake and $155 billion Q1 procurement amid compute and talent wars.
How is the AI talent war manifesting?
Meta raided Thinking Machines Lab, snagging founding engineers in the intensifying global race for AI dominance. This reflects competition in reasoning capabilities between players like OpenAI and Nvidia, with Cerebras advancing inference and European rivals emerging.
$50B multi-year (prior $2B seed $12B val); Nvidia invest + Vera Rubin chips/1GW; $100B OpenAI stake + $20B Groq acq (inference SRAM) + $155B Q1 procurement signals compute/talent wars; Cerebras inference context; Euro rivals emerging.