Is any part of this because Google has the TPU and Groq has the LPU?
There's definitely a narrative that ASICs/TPUs/LPUs are more efficient than GPUs and thus Nvidia "needs" an ASIC. Whether this is true is debated.
alt Hacker News
There's definitely a narrative that ASICs/TPUs/LPUs are more efficient than GPUs and thus Nvidia "needs" an ASIC. Whether this is true is debated.