
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.









