Nvidia Is Under DOJ Scrutiny for Its $20 Billion Groq Deal. How Investors Should Play NVDA Stock Now. The Justice Department is probing whether the deal was done in a manner to avoid antitrust investigations. Barchart · Sep 11
NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe Nvidia stock sinks on reports of a DOJ probe into its Groq deal. Should you buy the dip in NVDA shares? Barchart · Sep 10
Nvidia Announces That Groq 3 LPX Is in Full-Scale Production. What This Means for NVDA Stock. The company says the rack-scale system will allow rapid token generation. Barchart · Aug 26
Nvidia Is Losing Top Talent to $21B AI Chip Startup: Why Investors Are Betting on the 'Kids in Chips' Etched, a groundbreaking AI chip startup, is challenging Nvidia's dominance with its ultra-fast inference computing technology, attracting major investors and industry veterans. International Business Times UK · Aug 19
Jane Street, TSMC-linked AI startup Etched raises $800 million AI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a firm linked to TSMC. The startup, aiming to rival Nvidia, is set to begin shipping its AI chips this summer. Etched has already inked $1 billion in sales… The Economic Times · Jul 1
5 Stocks Positioned to Benefit From the AI Inference Boom As the AI buildout shifts from training to inference, 5 companies including GOOGL and NVDA are among the best-positioned to benefit from the inference boom. MarketBeat · May 11
Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch Anthropic has reportedly held early discussions with London-based chip startup Fractile about purchasing the company's inference accelerators. Tom’s Hardware · May 3
'The CPU is the system’s executive layer': Intel joins SambaNova as both face existential threat from Nvidia’s Groq-powered inference Intel and SambaNova introduce a hardware system combining GPUs, RDUs, and CPUs to handle inference workloads across execution, decoding, and orchestration tasks. TechRadar · Apr 12
As Lawmakers Zero in on Nvidia-Groq Deal, Should You Be Worried About NVDA Stock? Democratic senators are probing Nvidia's $20 billion deal with Groq over antitrust concerns. Here's what it means for NVDA stock and whether investors should be worried. Barchart · Mar 23
Nvidia CEO Jensen Huang Promised to ‘Surprise the World.’ GTC 2026 Delivered — With a Groq-Powered Twist Groq 3 isn’t replacing Nvidia’s GPUs, it’s enhancing them. And the partnership between Nvidia and Groq signals a shift toward more specialized, cooperative architectures rather than all-in-one solutions. Barchart · Mar 21
Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck Nvidia publishes 2026 – 2028 data center roadmap with Rosa CPU, Feynman GPU, optical NVLinks and Groq LPUs with NVFP4 and NVLink. Tom’s Hardware · Mar 17
Nvidia Sees AI Chip Demand at $1T by 2027; Debuts Groq 3 Chips, NemoClaw Platform at GTC Nvidia CEO Jensen Huang projects a $1 trillion surge in AI chip demand by 2027 as the tech giant debuts its next-generation Vera Rubin architecture and Groq-integrated inference chips at GTC 2026. International Business Times UK · Mar 17
Nvidia forecasts $1tn in AI-driven orders by 2027 Chief executive Jensen Huang says surging demand for artificial intelligence tools could drive Nvidia’s sales towards $1tn within two years. Euronews · Mar 17
Nvidia removes Rubin CPX accelerators from its roadmap — Groq 3 LPUs take center stage as CPX is removed Nvidia's slides at GTC lack any mentions of Rubin CPX, but praise Groq LPUs instead. Tom’s Hardware · Mar 17
Tom’s Hardware · Mar 16 Nvidia Groq 3 LPU and Groq LPX racks join Rubin platform at GTC — SRAM-packed accelerator boosts 'every layer of the AI model on every token' At GTC 2026, Nvidia revealed the Groq 3 accelerator and Groq LPX rack as part of the Vera Rubin platform. These SRAM-packed, inference-focused chips deliver large amounts of memory bandwidth to help Rubin deliver low-latency interactions with AI models spanning trillions of parameters and million-token contexts.
Fortune · Jan 5 After Nvidia’s Groq deal, meet the other AI chip startups that may be in play—and one looking to disrupt them all Nvidia’s $20 billion Groq deal signals that AI inference—not training—will be the big focus going forward, lifting a crop of chip and software startups while reigniting debate over how long Nvidia's dominance can last.
Barchart · Jan 5 Dear Nvidia Stock Fans, Mark Your Calendars for January 5 Be ready for January 5, as Nvidia’s CES 2026 event could mark a pivotal catalyst.
MarketBeat · Dec 31, 2025 Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026 NVIDIA is the dominant force in AI GPU technology, but it isn't satisfied. The company is all-in on the future of AI and cementing its leadership position.
Fortune · Dec 30, 2025 An AI super-bull who just backed the Nvidia-Groq deal warns of a data center bust: 'We foresee a significant financial crisis' Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.
Barchart · Dec 30, 2025 Wall Street’s Not Sure What to Think About Nvidia’s Deal for Groq, But Mizuho Says You Should Keep Buying NVDA Stock Nvidia stock in focus as the chipmaker announces $20 billion Groq deal. Mizuho analyst explains why the transaction is largely bullish for NVDA shares.
Fortune · Dec 30, 2025 Nvidia’s Groq bet shows that the economics of AI chip-building are still unsettled Nvidia believes running AI models will be highly profitable, but its Groq deal reflects uncertainty over which chips and architectures will dominate.
MarketBeat · Dec 30, 2025 The Lazy Way to Play NVIDIA’s $20B Groq Deal The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.
Barchart · Dec 29, 2025 A $20 Billion Catalyst Just Hit Nvidia. How Should You Play NVDA Stock Amid Groq Asset Deal? A $20 billion Groq pact deepens Nvidia’s moat in real-time AI, though valuation leaves less room for error heading into 2026.
Axios · Dec 29, 2025 Exclusive: Groq investor sounds alarm on data centers "We foresee a significant financing crisis."
Axios · Dec 29, 2025 Nvidia deal shows why inference is AI's next battleground The deal comes as companies struggle to move AI models out of the lab and into production.