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UNCOVERED: Groq - Caught on Camera

Jane Street, TSMC-linked AI startup Etched raises $800 million

AI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a firm linked to TSMC. The startup, aiming to rival Nvidia, is set to begin shipping its AI chips this summer. Etched has already inked $1 billion in sales…

The Economic Times

5 Stocks Positioned to Benefit From the AI Inference Boom

5 Stocks Positioned to Benefit From the AI Inference Boom

As the AI buildout shifts from training to inference, 5 companies including GOOGL and NVDA are among the best-positioned to benefit from the inference boom.

Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

Anthropic has reportedly held early discussions with London-based chip startup Fractile about purchasing the company's inference accelerators.

Tom’s Hardware

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'The CPU is the system’s executive layer': Intel joins SambaNova as both face existential threat from Nvidia’s Groq-powered inference

Intel and SambaNova introduce a hardware system combining GPUs, RDUs, and CPUs to handle inference workloads across execution, decoding, and orchestration tasks.

As Lawmakers Zero in on Nvidia-Groq Deal, Should You Be Worried About NVDA Stock?

Democratic senators are probing Nvidia's $20 billion deal with Groq over antitrust concerns. Here's what it means for NVDA stock and whether investors should be worried.

Nvidia CEO Jensen Huang Promised to ‘Surprise the World.’ GTC 2026 Delivered — With a Groq-Powered Twist

Groq 3 isn’t replacing Nvidia’s GPUs, it’s enhancing them. And the partnership between Nvidia and Groq signals a shift toward more specialized, cooperative architectures rather than all-in-one solutions.

Nvidia updates data center roadmap with Rosa CPU and stacked Feynman GPUs — optical NVLink, Groq LPUs with NVFP4, and NVLink also on deck

Nvidia publishes 2026 – 2028 data center roadmap with Rosa CPU, Feynman GPU, optical NVLinks and Groq LPUs with NVFP4 and NVLink.

Tom’s Hardware

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Nvidia Sees AI Chip Demand at $1T by 2027; Debuts Groq 3 Chips, NemoClaw Platform at GTC

Nvidia Sees AI Chip Demand at $1T by 2027; Debuts Groq 3 Chips, NemoClaw Platform at GTC

Nvidia CEO Jensen Huang projects a $1 trillion surge in AI chip demand by 2027 as the tech giant debuts its next-generation Vera Rubin architecture and Groq-integrated inference chips at GTC 2026.

International Business Times UK

Nvidia forecasts $1tn in AI-driven orders by 2027

Nvidia forecasts $1tn in AI-driven orders by 2027

Chief executive Jensen Huang says surging demand for artificial intelligence tools could drive Nvidia’s sales towards $1tn within two years.

Nvidia removes Rubin CPX accelerators from its roadmap — Groq 3 LPUs take center stage as CPX is removed

Nvidia removes Rubin CPX accelerators from its roadmap — Groq 3 LPUs take center stage as CPX is removed

Nvidia's slides at GTC lack any mentions of Rubin CPX, but praise Groq LPUs instead.

Tom’s Hardware

Nvidia Groq 3 LPU and Groq LPX racks join Rubin platform at GTC — SRAM-packed accelerator boosts 'every layer of the AI model on every token'

Nvidia Groq 3 LPU and Groq LPX racks join Rubin platform at GTC — SRAM-packed accelerator boosts 'every layer of the AI model on every token'

At GTC 2026, Nvidia revealed the Groq 3 accelerator and Groq LPX rack as part of the Vera Rubin platform. These SRAM-packed, inference-focused chips deliver large amounts of memory bandwidth to help Rubin deliver low-latency interactions with AI models spanning trillions of parameters and million-token contexts.

Tom’s Hardware

After Nvidia’s Groq deal, meet the other AI chip startups that may be in play—and one looking to disrupt them all

After Nvidia’s Groq deal, meet the other AI chip startups that may be in play—and one looking to disrupt them all

Nvidia’s $20 billion Groq deal signals that AI inference—not training—will be the big focus going forward, lifting a crop of chip and software startups while reigniting debate over how long Nvidia's dominance can last.

Dear Nvidia Stock Fans, Mark Your Calendars for January 5

Dear Nvidia Stock Fans, Mark Your Calendars for January 5

Be ready for January 5, as Nvidia’s CES 2026 event could mark a pivotal catalyst.

Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

NVIDIA is the dominant force in AI GPU technology, but it isn't satisfied. The company is all-in on the future of AI and cementing its leadership position.

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An AI super-bull who just backed the Nvidia-Groq deal warns of a data center bust: 'We foresee a significant financial crisis'

Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.

Wall Street’s Not Sure What to Think About Nvidia’s Deal for Groq, But Mizuho Says You Should Keep Buying NVDA Stock

Nvidia stock in focus as the chipmaker announces $20 billion Groq deal. Mizuho analyst explains why the transaction is largely bullish for NVDA shares.

Nvidia’s Groq bet shows that the economics of AI chip-building are still unsettled

Nvidia believes running AI models will be highly profitable, but its Groq deal reflects uncertainty over which chips and architectures will dominate.

The Lazy Way to Play NVIDIA’s $20B Groq Deal

The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.

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A $20 Billion Catalyst Just Hit Nvidia. How Should You Play NVDA Stock Amid Groq Asset Deal?

A $20 billion Groq pact deepens Nvidia’s moat in real-time AI, though valuation leaves less room for error heading into 2026.

Exclusive: Groq investor sounds alarm on data centers

"We foresee a significant financing crisis."

Nvidia deal shows why inference is AI's next battleground

The deal comes as companies struggle to move AI models out of the lab and into production.

Nvidia Stock Had a Volatile 2025: What’s the 2026 Forecast?

As Nvidia is set to begin exports of H200 chips to China in 2026, its outlook appears positive. So, after a volatile 2025, could it deliver decent returns next year?

Nvidia Stock Is ‘Ripe’ for Gains in 2026, According to This Top Analyst

Nvidia has lost some shine in 2025. But as AI fears cool, Cantor Fitzgerald sees the weakness as temporary, calling the stock a top pick for 2026.

Gold and Silver Shine as Stocks Chop: Stock Market Today

Stocks struggled in Friday's low-volume session, but the losses weren't enough to put the Santa Claus Rally at risk.

NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals

NVIDIA fortified its long-term competitive moat by acquiring the fastest chip technology available to dominate the next phase of artificial intelligence growth.

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