• Nvidia’s licenses chip tech for inference
  • Groq’s management transition to Nvidia raises questions on future independence
  • Nvidia’s strategic hires replicate pattern of buying expertise with out full acquisitions
Dec 24 (Reuters) – Nvidia (NVDA.O), opens new tab has agreed to license chip know-how from startup Groq and hire away its CEO, a veteran of Alphabet’s (GOOGL.O), opens new tab Google, Groq mentioned in a weblog publish on Wednesday.

The deal follows a well-known sample lately the place the world’s greatest know-how companies pay massive sums in offers with promising startups to take their know-how and expertise however cease wanting formally buying the goal.

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Groq focuses on what is named inference, the place synthetic intelligence fashions which have already been skilled reply to requests from customers. While Nvidia dominates the marketplace for coaching AI fashions, it faces rather more competitors in inference, the place conventional rivals similar to Advanced Micro Devices (AMD.O), opens new tab have aimed to problem it in addition to startups similar to Groq and Cerebras Systems.

Nvidia has agreed to a “non-exclusive” license to Groq’s know-how, Groq mentioned. It mentioned its founder Jonathan Ross, who helped Google begin its AI chip program, in addition to Groq President Sunny Madra and different members of its engineering group, will be a part of Nvidia.

An individual shut to Nvidia confirmed the licensing settlement.

Groq didn’t disclose monetary particulars of the deal. CNBC reported that Nvidia had agreed to purchase Groq for $20 billion in money, however neither Nvidia nor Groq commented on the report. Groq mentioned in its weblog publish that it’s going to proceed to function as an impartial firm with Simon Edwards as CEO and that its cloud enterprise will proceed working.

In related current offers, Microsoft’s high AI govt got here by means of a $650 million deal with a startup that was billed as a licensing payment, and Meta spent $15 billion to hire Scale AI’s CEO with out buying all the agency. Amazon employed away founders from Adept AI, and Nvidia did a similar deal this yr. The offers have confronted scrutiny by regulators, although none has but been unwound.

“Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive (even as Groq’s leadership and, we would presume, technical talent move over to Nvidia),” Bernstein analyst Stacy Rasgon wrote in a notice to purchasers on Wednesday after Groq’s announcement. And Nvidia CEO Jensen Huang’s “relationship with the Trump administration appears among the strongest of the key US tech companies.”

Groq greater than doubled its valuation to $6.9 billion from $2.8 billion in August final yr, following a $750 million funding round in September.

Groq is one in all quite a lot of upstarts that don’t use exterior high-bandwidth reminiscence chips, liberating them from the reminiscence crunch affecting the worldwide chip business. The method, which makes use of a type of on-chip reminiscence referred to as SRAM, helps velocity up interactions with chatbots and different AI fashions but in addition limits the scale of the mannequin that may be served.

Groq’s main rival within the method is Cerebras Systems, which Reuters this month reported plans to go public as quickly as subsequent yr. Groq and Cerebras have signed massive offers within the Middle East.

Nvidia’s Huang spent a lot of his greatest keynote speech of 2025 arguing that Nvidia would have the option to keep its lead as AI markets shift from coaching to inference.

Reporting by Stephen Nellis in San Francisco; Additional reporting by Harshita Mary Varghese in Bengaluru; Editing by Shailesh Kuber, Matthew Lewis and William Mallard

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