I'd say that it's probably not a play against open source, but more trying to remove/change the bottlenecks in the current chip production cycle. Nvidia likely doesn't care who wins, they just want to sell their chips. They literally can't make enough to meet current demand. If they split off the inference business (and now own one of the only purchasable alternatives) they can spin up more production.

That said, it's completely anti-competitive. Nvidia could design a inference chip themselves, but instead the are locking down one of the only real independents. But... Nobody was saying Groq was making any real money. This might just be a rescue mission.