What is the Nvidia Groq deal in simple terms?

Nvidia agreed to pay $20B to license Groq’s AI technology and to hire key Groq leaders, including founder Jonathan Ross. It is non-exclusive, so Groq’s technology can still be used by others. The goal is to improve Nvidia’s AI inference performance and efficiency without pursuing a full merger that could draw tougher antitrust scrutiny.

How could this affect NVDA stock near term?

Investors will watch CES announcements, inference benchmarks, and any early design wins using Groq IP. If Nvidia shows lower cost per query and strong cloud demand, sentiment can lift. Technicals flag a range around $181 to $194. Clear guidance on inference orders would be the biggest upside catalyst.

Is antitrust a real risk for this transaction?

Risk exists, but it is reduced by the non-exclusive structure and the absence of a full merger. Regulators could still ask questions if customer choice narrows over time. We will monitor any CMA or US agency commentary, especially if supplier contracts start to look restrictive for rivals or customers.

What should UK investors focus on with US-listed Nvidia?

Focus on execution in AI inference, CES signals, and hyperscaler demand. Manage FX exposure because returns translate back into pounds. Consider staged entries and disciplined position sizes. Revisit targets after CES and earnings. Keep an eye on any regulatory updates that could change competitive dynamics or supply agreements.

Are analyst targets supportive right now?

Yes. The consensus target is $234.73, with a range from $140 to $352, and a skew toward buy ratings. That implies upside from recent levels if inference growth delivers. However, valuation is rich, so execution on throughput, latency, and cost metrics remains essential to sustain target credibility.

Global Market Insights

NVDA Stock Today: December 27 — $20B Groq talent deal stirs antitrust

ByHuzaifa Zahoor December 27, 2025December 27, 2025

NVDA stock is in focus after Nvidia agreed a $20B licence-and-talent deal with Groq. Shares of NVDA sit near recent averages as investors weigh antitrust risk and the shift from AI training to inference. The Nvidia Groq deal is non-exclusive and brings founder Jonathan Ross and senior leaders aboard. Street targets sit at $275 to $300 ahead of CES on 5 January. We outline what matters for UK portfolios today, including price levels, catalysts, and risks.