invest5 publishers
Groq raises $350M at half its 2025 price, with Nvidia on the cap table
The inference challenger now sells Nvidia clusters and takes Nvidia money. Buyers who priced in a non-Nvidia alternative should re-read their renewal terms.
Perspective Coverage
3 publishers- Builder
- Builder 20%
- Operator
- Operator 33%
- Investor
- Investor 47%
Reality
- Evidence72
- Adoption58
- Hype gap+38
- Incentives80
- Confidence70