Why Nvidia Needs Groq To Win The War Against Google's TPUs [Seeking Alpha]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
Groq's novel compiler and polyhedral scheduling could help NVDA solve critical scaling issues, potentially matching Alphabet's TPU cluster efficiency. Integrating Groq's software may reduce NVDA's control logic overhead, enhancing GPU utilization and defending margins against AMD and Alphabet. I maintain a Buy rating on NVDA stock due to AI infrastructure tailwinds, China sales approval, and upside if Groq's technology delivers as envisioned. Anna Moneymaker/Getty Images News Nvidia Corporation ( NVDA ) just announced the thinly veiled acquisition (it's formally a licensing agreement ) of Groq. Groq is famous for its AI-focused chips that utilize relatively small amounts of high-speed SRAM. The consensus takeaway appears This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GOOG, GOOGL, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not
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News
- Nvidia-Groq deal is structured to keep ‘fiction of competition alive' [CNBC]CNBC
- Nvidia's Groq deal underscores how the AI chip giant uses its massive balance sheet to 'maintain dominance' [Yahoo! Finance]Yahoo! Finance
- Nvidia's Groq deal underscores how the AI chip giant uses its massive balance sheet to 'maintain dominance' [Yahoo! Finance Canada]Yahoo! Finance Canada
- MemryX Unveils MX4 Roadmap: Enabling Distributed, Asynchronous Dataflow for Highly Efficient Data Center AI [Yahoo! Finance]Yahoo! Finance
- Nvidia strikes $20 billion deal to acquire Groq assets [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- 12/19/25 - Form 144
- NVDA's page on the SEC website