What is actually confirmed about the Nvidia Groq deal?

Nvidia confirmed a non-exclusive licence to use Groq’s low-latency inference tech and plans to hire founder Jonathan Ross and other staff. There is no confirmed full acquisition. Reports of a US$20 billion assets purchase remain unverified. We expect clarity through formal disclosures or regulatory filings, if any broader transaction proceeds.

How could the Nvidia Groq deal impact NVDA stock in the near term?

It supports the inference story, but near-term moves still hinge on flows, macro, and technicals. With RSI near neutral and CCI overbought, pullbacks are possible. Medium term, successful latency and cost wins could lift adoption, strengthen margins on serving workloads, and support valuation despite a high P/E.

Why is low-latency inference important for Australian companies?

Banks, telcos, and healthcare rely on instant responses for fraud detection, call routing, and clinical tools. Low latency reduces wait times and improves accuracy at scale. If the Nvidia Groq deal lowers per-query cost and stabilises latency, it can speed production rollouts across Australian enterprises and cloud regions.

Is the US$20 billion Groq assets figure reliable?

Not yet. CNBC reported the chatter, but Nvidia has only confirmed a licence and hires. Until there is a filing, investor update, or regulator notice, treat the US$20 billion figure as speculative. We advise position sizing that does not depend on an unconfirmed acquisition outcome.

Global Market Insights

NVDA Stock Today: December 24 – Licenses Groq Tech amid $20B Chatter

ByHuzaifa Zahoor December 26, 2025December 26, 2025

The Nvidia Groq deal took centre stage on 24 December, with Nvidia licensing Groq’s low‑latency inference tech and planning to hire founder Jonathan Ross and key staff. For Australian investors, this points to faster real-time AI across finance, telco, and health. NVDA stock traded at US$188.61, down 0.32%, keeping gains intact this quarter. While CNBC flagged unconfirmed US$20 billion assets chatter, the confirmed licence targets inference workloads, the next growth leg after training. We break down what is known, the stock setup, and what it means for portfolios in Australia.