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Digest
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Digest
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About
Newsletter
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69420
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NVIDIA Absorbs Groq in a $20 Billion Move as the Chip War Shifts From Training to Inference
AI & Automation Farzad Exclusive 7/1/26 AI & Automation Farzad Exclusive 7/1/26

NVIDIA Absorbs Groq in a $20 Billion Move as the Chip War Shifts From Training to Inference

With inference already running two-thirds of the world’s AI compute, NVIDIA’s Christmas Eve licensing deal for Groq’s patents, software, and top engineers quietly removed its fastest challenger while AMD, Cerebras, and Tesla scatter across entirely different mountains.

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Nvidia Pays $20 Billion for Groq's Team as the AI Chip War Shifts to Inference
AI & Automation Farzad Exclusive 6/28/26 AI & Automation Farzad Exclusive 6/28/26

Nvidia Pays $20 Billion for Groq's Team as the AI Chip War Shifts to Inference

By licensing Groq’s entire patent portfolio and hiring founder Jonathan Ross plus roughly 80% of its staff on Christmas Eve, the $5 trillion chip king is fortifying the one battlefield - inference - where in-house silicon from Google, Amazon, and Microsoft most threatens its 75% margins.

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