Is Nvidia buying Groq or licensing its technology?

Reports indicate a roughly $20 billion, non‑exclusive licensing structure with key staff moving to Nvidia, rather than a full corporate acquisition. Company messaging stresses that GroqCloud remains independent, which may help address competition concerns while enabling Nvidia to integrate low‑latency inference know‑how into its AI factory plans.

Who is Jonathan Ross in the context of Nvidia?

Jonathan Ross, founder of Groq, is a noted chip designer behind low‑latency inference architectures. In the Nvidia Groq deal, he and several leaders are expected to join Nvidia to focus on inference performance and software integration. This “Jonathan Ross Nvidia” link will be closely watched for roadmap and platform synergies.

What does this mean for AI inference chips?

It signals a stronger push to cut latency and serving costs at scale. Expect tighter links between training clusters and inference paths, better compiler tooling, and improved utilisation. For enterprises, that could mean faster, more consistent responses in chat, search, and agent workflows, with more deployment options across vendors.

Is NVDA stock today attractive for UK investors?

NVDA trades above its 50‑ and 200‑day averages with momentum readings nearing overbought. Valuation is rich at a 47x PE, but analyst targets sit higher with a Buy consensus. Consider phased entries, FX effects, and position sizing. Watch antitrust headlines and the next earnings date for confirmation.

Could regulators block the deal?

The non‑exclusive licensing and GroqCloud’s independence may reduce the chance of a full block, but reviews could still add conditions. Authorities may focus on pricing, access, and interoperability. Investors should monitor timelines and any commitments tied to European data centres and enterprise contracts in 2026.

Global Market Insights

NVDA Stock Today, December 27: $20B Groq deal brings TPU talent, stirs antitrust

ByHuzaifa Zahoor December 28, 2025December 28, 2025

UK investors are focused on the Nvidia Groq deal after reports of a roughly $20 billion non‑exclusive licensing pact for Groq’s inference technology. The agreement brings founder Jonathan Ross and top engineers to Nvidia to speed low‑latency AI inference chips and fold them into its AI factory plans. GroqCloud remains independent, which may help with competition concerns. We outline how this affects NVDA stock today, the roadmap for real‑time AI, and where scrutiny could emerge in 2026.