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NVIDIA spent approximately $20 billion to "acquire" Groq through technology licensing, with the core intention of eliminating potential threats in the efficient, low-cost AI inference chip sector and directly absorbing top teams to fill its own technological gaps. This move is not only a defensive acquisition against competitors but also a key strategic layout for using abundant cash to build a wider moat and consolidate its absolute market leadership
NVIDIA has reached a non-exclusive licensing agreement with Groq to integrate Groq's AI inference technology into future products. As part of the deal, Groq's founder and CEO Jonathan Ross, president Sunny Madra, and some core employees will join NVIDIA. This transaction directly strengthens NVIDIA's layout in the key computing aspect of "inference."
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Nvidia, TSMC, and ASML are all foundational stocks of the booming AI market.
A 6.1-magnitude earthquake struck southeastern Taiwan on December 24, 2025, with a depth of 7.39 miles. The quake was felt as far north as Taipei, but no immediate damage was reported. Taiwan chipmaker TSMC stated that the quake did not necessitate factory evacuations.