jimmySixDOF parent
The business model at Groq basically morphed over time so the internal cloud was their only client and all purchases were on some revenue sharing basis to finance set up and operate the cloud business. So this has a bigger impact on those Cloud hardware operators to the extent they were involved in the discussions with Nvidia. Saudi Aramco comes to mind, as an early big check investor, who hosts much of the Groq Cloud today. So now Nvidia is their sole source supplier and the whole Tokens-as-a-Service business model they signed up for is re-negotiated ?