Nvidia, AI and Groq
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Bank of America’s Vivek Arya summed up the 2026 setup in a single line: Nvidia is acting like it believes that and more. The chipmaker didn't want to wait for the next phase of the AI buildout to start,
Nvidia has licensed Groq’s AI inference-chip technology in a reported $20B deal, signaling a strategic shift as AI moves from training to deployment.
TheFly reported on December 26 that NVDA announced a non-exclusive licensing agreement with AI chip startup Groq.
Groq CEO Jonathan Ross’ net worth surges after Nvidia’s $20 billion deal: Here’s how much he’s worth
Groq CEO Jonathan Ross’ net worth has reportedly jumped sharply following Nvidia’s $20 billion deal, spotlighting how the landmark partnership has boosted the AI chip startup founder’s wealth.
Venture capitalist Alex Davis is "deeply concerned" that too many data centers are being built without guaranteed tenants, according to a letter being sent this morning to his investors. Why it matters: This critique is coming from inside the AI optimist camp.