--- title: "NVIDIA rose 1.8% , Cantor Fitzgerald believes that the licensing deal between NVIDIA and Groq is bot" description: "NVIDIA rose 1.8% , Cantor Fitzgerald believes that the licensing deal between NVIDIA and Groq is both offensive and defensive, which will enhance NVIDIA's full system stack capabilities and its leader" type: "news" locale: "en" url: "https://longbridge.com/en/news/270859057.md" published_at: "2025-12-26T15:12:25.000Z" --- # NVIDIA rose 1.8% , Cantor Fitzgerald believes that the licensing deal between NVIDIA and Groq is bot > NVIDIA rose 1.8% , Cantor Fitzgerald believes that the licensing deal between NVIDIA and Groq is both offensive and defensive, which will enhance NVIDIA's full system stack capabilities and its leadership position in the AI market. Integrating Groq's products into NVIDIA's solutions will allow it to capture a larger share of the inference market, especially for the next phase of AI infrastructure development Cantor Fitzgerald: NVIDIA's licensing deal with Groq is both "offensive and defensive," and it "will only enhance NVIDIA's full system stack capabilities and overall leadership position in the AI market (and further widen its competitive moat)." Integrating Groq's products into NVIDIA's full system stack solutions "will allow it to capture a larger share of the inference market, especially for the next phase of AI infrastructure development." ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US - Direxion Daily NVDA Bear 1X ETF](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US - T-Rex 2X Inverse NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 字節跳動自研 AI 晶片,三星談代工今年目標 10 萬顆 | 字節跳動正在研發自有 AI 晶片,並與三星電子洽談代工,以確保處理器供應穩定。由於美國出口管制,字節跳動啟動了代號為「SeedChip」的晶片計劃,旨在保障 AI 算力供應。預計在今年 3 月底前取得首枚樣品,並計劃今年生產至少 10 萬枚 | [Link](https://longbridge.com/en/news/275713889.md) | | 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資,同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票,但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) | | 英偉達被撬牆角:OpenAI 首次發佈 Cerebras 芯片支持模型 | OpenAI 週四發佈的 GPT-5.3-Codex-Spark 專為實時編碼設計,是 OpenAI 最新代碼自動化軟件 Codex 的精簡版,也是 OpenAI 上月與 Cerebras 簽署超 100 億美元協議後的首個成果。OpenA | [Link](https://longbridge.com/en/news/275817804.md) | | 預測:這隻 AI 股票將在 2 月 25 日之後大幅上漲。以下是原因 | Nvidia (NVDA) 的股票在過去三個月中因地緣政治緊張局勢和對人工智能支出擔憂而下跌了 2%。然而,該公司預計將在 2 月 25 日公佈強勁的 2024 財年第四季度業績,預計收入將增長 67% 達到 655 億美元,盈利將增長 7 | [Link](https://longbridge.com/en/news/275701772.md) | | 美國 1 月 CPI 來襲!標普 500、輝達、德國 DAX 指數、澳元/美元技術分析 | 美國勞工統計局將於 2 月 13 日發布 1 月消費者價格指數(CPI),預計服務價格漲幅放緩將導致通脹降温,但核心通脹率可能上升。1 月非農就業數據強勁,促使市場對美聯儲降息次數的預期減少。標普 500 指數在 2 月 12 日下跌 1. | [Link](https://longbridge.com/en/news/275974381.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.