NVIDIA Corporation (NVDA)
Nvidia-Groq deal is structured to keep 'fiction of competition alive'
Nvidia has yet to issue a public announcement or disclosure regarding its $20 billion Groq deal that CNBC was first to cover on Wednesday. Groq described the deal as a "non-exclusive licensing agreement," a tool that's been used by tech giants of late in part to avoid regulatory scrutiny.
Why Nvidia Needs Groq To Win The War Against Google's TPUs
Nvidia Corporation is acquiring Groq via a licensing agreement, targeting Groq's compiler expertise rather than just its AI chip speed. Groq's novel compiler and polyhedral scheduling could help NVDA solve critical scaling issues, potentially matching Alphabet's TPU cluster efficiency. Integrating Groq's software may reduce NVDA's control logic overhead, enhancing GPU utilization and defending margins against AMD and Alphabet.
Nvidia's AI Cash Machine: The 1 Metric Proving Its Dominance Isn't Going Anywhere
Nvidia ( NASDAQ:NVDA ) has become the face of the AI revolution.
A Deal With Groq Is Lifting Nvidia's Stock as 2025 Approaches
The trading year is almost over—but Nvidia still has some news to make.
Analyst sets Nvidia's (NVDA) share price after $20B Groq deal
Nvidia (NASDAQ: NVDA) is going up today, Friday, December 26, once again trading above $190 following a newly struck deal with Groq, an American artificial intelligence (AI) company. As the partnership is expected to boost the company's growth next year, analysts are already setting new Nvidia stock price targets for 2026.
Nvidia Acquires Tech and Talent From Inference Chip Maker Groq
An Nvidia spokesperson confirmed Friday (Dec. 26) that the company acquired talent and tech from Groq, a maker of custom-built inference chips. Groq said in a Wednesday (Dec. 24) blog post that it entered into a non-exclusive licensing agreement with chip maker Nvidia for Groq's inference technology.
Why I Just Bought Some Nvidia Stock
Nvidia Corporation has completed a healthy 20% correction, resetting technicals and offering an attractive re-entry point in the $170-175 range. NVDA delivered a strong double beat in earnings and guidance, with Q4 sales guided to $65B and a 75% non-GAAP gross margin. NVDA now trades at approximately 18x forward earnings and a PEG ratio near 0.6, signaling compelling value for high-quality growth.
Can NVIDIA's Networking Business Power the Next Phase of Growth?
NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.
Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Dec 26)
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Stock futures are little changed as the S&P 500 heads for another week of gains. Nvidia and artificial intelligence company Groq agreed to a licensing deal that will bring the startup's top executives in-house at Nvidia.
Nvidia: Poised To Unlock $6 Trillion In 2026
Nvidia is significantly undervalued, with aggressive profitability growth and stellar free cash flow conversion poised to drive its market capitalization to over $6 trillion by 2026-end. This growth is primarily fueled by continued massive investments in AI infrastructure from cloud giants and the accelerating deployment of autonomous ride-hailing. While competition and geopolitical risks exist, Nvidia's strong R&D and strategic investments in nascent fields like robotics and quantum computing solidify its long-term dominance.
Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)
Nvidia plans to acquire Groq's assets for $20 billion, targeting AI inference leadership and addressing GPU limitations for specific workloads. The deal structure secures Groq's LPU technology and key personnel, while avoiding a prolonged process, reflecting urgency amid rapid AI sector evolution. NVDA's data center revenues surged to $51.2B last quarter, with gross margins at 73.6% and Q4 guidance signaling further acceleration.
