* Groq can't produce more hardware past their "demo". It seems like they haven't grown capacity in the years since they announced, and they switched to a complete SaaS model and don't even sell hardware anymore.
The same Hotz who lasted like 4 weeks at Twitter after announcing that he'd fix everything? It doesn't really inspire a ton of confidence that he can single handedly take down Nvidia...
They have their own nn,etc libraries so adapting should be fairly focused and AMD drivers have a hilariously bad reputation historically among people who program GPU's (I've been bitten a couple of times myself by weirdness).
I think you should consider it as, if they're trying to avoid Nvidia and make sure their code isn't tied to NVidia-isms, and AMD is troublesome enough for basics the step to customized solutions is small enough to be worthwhile for something even cheaper than AMD.
* Groq can't produce more hardware past their "demo". It seems like they haven't grown capacity in the years since they announced, and they switched to a complete SaaS model and don't even sell hardware anymore.
* I dont know enough about MLX, Triton, and JAX,