The AI Megadeals: Nvidia-Groq ($20B) and Meta-Scale ($14.3B)

Megadeals

Nvidia → Groq (~$20B)

Groq’s LPUs challenge Nvidia’s GPU dominance—10x speed, 1/10th energy. Nvidia paid 3x last round valuation to eliminate its only credible competitor.

Meta → Scale AI (~$14.3B for 49%)

Wang joins as Meta CAO. Zuckerberg courted him in Tahoe after Llama 4’s tepid reception. A frustration-driven acquisition disguised as investment.


This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.

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