NVDA Stock Today, December 27: $20B Groq deal brings TPU talent, stirs antitrust
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.
What happened and why it matters
Reports point to a roughly $20 billion arrangement focused on licensing Groq’s inference tech and bringing people across, rather than a full corporate buy. Company messaging frames it as non‑exclusive, which preserves optionality for partners. Coverage from the Financial Times highlights talent moves and licensing mechanics source, while Spyglass outlines the hybrid structure and strategic aims source.
A key feature of the Nvidia Groq deal is people. “Jonathan Ross Nvidia” is now a narrative to watch, as the Groq founder and senior leaders are set to focus on low‑latency inference within Nvidia’s stack. Their compiler and LPU experience should help reduce serving costs and improve responsiveness in streaming applications and agentic workloads.
GroqCloud remains independent under the reported structure, an important signal to customers and developers. That setup may lower switching fears for enterprises already building on Groq, while still giving Nvidia access to expertise for its AI factory. For the UK market, this could preserve vendor choice for banks, telcos, and public sector teams exploring real‑time AI.
Impact on AI inference and Nvidia’s roadmap
The Nvidia Groq deal targets the hardest part of generative AI economics: inference at scale. Groq’s low‑latency designs and compiler stack aim to cut token wait times and smooth throughput. That can lift user experience for conversational tools, search, and trading assistants used by UK brokers, while lowering infrastructure costs when demand spikes.
Nvidia plans to blend Groq’s techniques with its AI factory model, where training and serving share common infrastructure. Folding LPU‑style scheduling into GPU‑rich clusters could unlock higher utilisation and steadier response times. For NVDA shareholders, tighter training‑to‑inference integration supports margins, stickier software attach, and broader platform revenue across enterprise and sovereign AI projects.
A non‑exclusive approach can reassure system builders and clouds that choice remains. If Nvidia packages Groq‑inspired inference paths alongside CUDA, TensorRT, and NIM microservices, developers may get easier deployment without lock‑in. For UK enterprises, that could speed pilots in customer support, fraud detection, and logistics, where AI inference chips with low jitter are vital for service‑level targets.
Antitrust and competitive landscape
The Nvidia Groq deal arrives with Nvidia leading AI accelerators. Even as licensing is non‑exclusive, UK and EU authorities could ask whether talent consolidation narrows future competition in inference. Expect questions on pricing, access, and interoperability across GPUs, DPUs, and any Groq‑inspired processors used for real‑time workloads.
Rivals may lean into open models and alternative inference paths. Expect AMD to stress ROCm progress and FPGA partners to pitch custom flows. Cloud providers can expand their own silicon for serving. Customers may adopt multi‑vendor strategies, mixing GPUs with dedicated inference devices to manage costs, resilience, and performance commitments.
For UK portfolios, the key is whether scrutiny slows platform rollout. If licensing passes quickly, Nvidia could deepen its moat in inference software and services. If remedies are required, they may target pricing transparency or access terms. Either way, monitoring supply commitments to European data centres will be central in 2026.
NVDA stock today: levels, ratings, and timing
NVDA last closed at $188.61, within a day range of $186.59 to $188.91 and a 52‑week range of $86.62 to $212.19. The 50‑day average is $185.85, the 200‑day is $158.73. RSI sits at 59.4, ADX at 13.3 shows a weak trend, while CCI at 136 and Stochastic at 96 suggest near‑term overbought conditions.
Market cap is $4.64 trillion, PE is 47.16 on EPS of $4.04. Analysts show 56 Buy, 1 Hold, 1 Sell, with a consensus target of $234.73 and median $232.50, high $352, low $140. Company grade is A (score 82.6), with strong profitability and balance sheet flexibility.
Next earnings is slated for 25 February 2026. Watch inference attach rates, software revenue, and capex guidance for AI factories. Key risks are antitrust actions, supply delays, and pricing pressure from alternatives. For UK investors, consider FX costs, withholding tax, and position sizing, given volatility and elevated expectations.
Final Thoughts
The Nvidia Groq deal strengthens Nvidia’s real‑time inference push without removing GroqCloud from the market, which should ease some competition worries. Talent from Jonathan Ross and team can sharpen low‑latency performance and improve economics for streaming AI, a priority for UK banks, telcos, and retailers. For investors, NVDA offers scale, software attach, and strong cash generation, but it also carries antitrust and execution risk. Actionable next steps: track regulatory commentary, look for inference‑driven revenue signals in guidance, and set clear risk limits. If you build exposure, phase entries near moving averages and reassess after the next earnings update.
FAQs
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.
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.
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.
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.
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.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
