Is the Nvidia Groq deal an acquisition or a licence?

Reports point to a non‑exclusive licensing arrangement where Groq remains independent, keeps GroqCloud, and Jonathan Ross joins Nvidia. Some coverage referenced a US$20 billion figure, but the structure appears centred on access to Groq’s inference stack and leadership talent. Await official details, but the market is treating it as licensing rather than a full acquisition.

How could the deal ease HBM bottlenecks for AI inference?

Inference can be optimised for memory traffic and batching, reducing HBM intensity versus training. If Groq’s compiler and streaming approach help Nvidia raise throughput per accelerator, customers may need fewer HBM‑heavy units for the same workload, easing supply constraints and improving deployment timelines, particularly for large language model serving.

What is the near‑term impact on NVDA stock?

Technicals are neutral to slightly positive, with RSI near 57 and price close to the upper Bollinger band. Street consensus implies double‑digit upside from current levels. The key catalyst is evidence that inference software gains translate into lower serving costs. Without proof points, valuation sensitivity to macro and competition remains high.

What should Australian investors watch after this news?

Focus on developer adoption of Nvidia’s inference stack, any public milestones for compiler integration, HBM lead‑time updates, and hyperscaler capex plans. Locally, monitor ASX data‑centre, networking, and power‑grid names tied to AI demand. Manage USD exposure, use staggered entries, and reassess if execution lags or hyperscaler spending moderates.

Global Market Insights

NVDA Stock Today: December 24 Groq $20B Licensing, Ross Joins

ByHuzaifa Zahoor December 25, 2025December 25, 2025

The Nvidia Groq deal is the latest sign that AI spend is shifting from training to deployment. Nvidia licensed Groq’s inference technology and hired founder Jonathan Ross, while Groq stays independent and keeps GroqCloud, per multiple reports. For Australian investors, this could speed inference performance and ease HBM constraints. Shares of NVDA trade near their 50‑day average, with neutral momentum readings. We explain the reported US$20 billion figure, what changes for inference chips, and how this could shape NVDA stock risk and reward.