Is Nvidia buying Groq or just licensing its tech?

Reports say Nvidia is licensing Groq’s inference technology and hiring founder Jonathan Ross, while Groq remains independent. Nvidia stated it is not an acquisition. The aim is faster, lower-cost inference for real-time AI. This structure lets both firms keep optionality while moving quickly on deployment.

Why does this matter for Australian investors?

Nasdaq 100 strength drives many Aussie global tech funds and ETFs. If the deal accelerates AI serving, earnings visibility could improve for key index names. Unhedged investors also watch AUD moves, since currency shifts can add or subtract from returns on top of the equity move.

Could this help with HBM supply constraints?

It may help at the margin over 2026 deployments. If inference workloads need less memory per request or can be scheduled more efficiently, demand on HBM eases. That would smooth server deliveries and capex pacing. It is not a quick fix, but broader tooling reduces single-point bottlenecks.

What levels matter on the Nasdaq 100 right now?

The index trades near 25,656, with resistance around 25,982 and support near 25,416. RSI sits close to 57, and ADX is low, signaling a weak trend. A close above resistance can attract momentum buyers. A pullback to the middle band can still maintain the broader uptrend.

Global Market Insights

^NDX Today: December 24 – Nvidia-Groq $20B License Fuels AI Trade

ByHuzaifa Zahoor December 26, 2025December 26, 2025

Nvidia Groq $20B licensing is the headline powering today’s AI trade. Nvidia (NVDA) will license Groq’s inference tech and hire founder Jonathan Ross, while Groq stays independent, per reports. The Nasdaq 100 sits at 25,656.15, up 0.27% intraday, with a 25,556.85 to 25,665.28 range. For Australians, this matters through NDQ and US tech exposure in super funds. The deal is reported near US$20 billion, roughly A$30 billion, and could speed lower-cost, low-latency AI serving across data centres.