This is smart as hell. I’ve long wondered how they’d combat ASIC’s without diluting their own benefits. This gives them a bit more time to figure out the moats, which is useful because Groq was going places. This juices Groq’s distribution, production, ability to access a wider range of skills where necessary.
I expect China to want to compete with this. Simpler than full-blown Nvidia chips. Cue much cheaper and faster inference for all.