NVIDIA Corporation (NVDA)
Nvidia's billion deal with Groq and what it means for the chipmaker and AI
Nvidia (NVDA) reached a deal to license AI chip startup Groq's (GROQ.PVT) technology. Globalt Investments senior portfolio manager Keith Buchanan and Yahoo Finance Senior Reporter Ines Ferré discuss the deal and what it means for Nvidia investors and the broader AI space.
NVIDIA's $20B Groq Deal Is a Warning Shot to AI Rivals
While the markets were quiet for the post-Christmas trading session, NVIDIA NASDAQ: NVDA made a noise that will echo for years. The company announced a definitive agreement to pay approximately $20 billion in cash to license the technology and hire the core engineering team of AI chip startup Groq.
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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.
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A Deal With Groq Is Lifting Nvidia's Stock as 2025 Approaches
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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.
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