News Summary

• Groq has 13 data centers, plans to quadruple capacity next year, and thousands of companies using its cloud.
• It's also increasingly relying on Nvidia systems — a striking reversal for a startup that once pitched its chips as a faster alternative.
• Some Groq customers said it wasn't quite business as usual after the Nvidia deal.
• Groq faces more competition for customers as inference providers proliferate and rivals like Fireworks become harder to distinguish.
• The deal came together in eight days, followed by a "mad dash" as former Groq employees became Nvidians overnight, a source close to the company said.