The deal was first reported as an exclusive with CNBC on Wednesday. Alex Davis, the CEO of Disruptive, the company that led Groq's latest financing round, said Nvidia has agreed to buy Groq's assets for $20 billion in cash, the news outlet reported.

Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips, marking the chipmaker's largest deal and underscoring its push to strengthen competitiveness amid surging demand.

Micron has raised its server-growth forecast for 2025 to a high teens percentage range, up from the prior expectation of 10%. It expects the server market to keep growing in 2026, a trend that's likely to last through 2030.

Nvidia is a strong buy for 2026, with AI-driven growth and robust R&D set to boost its valuation. Click here to read my latest analysis of NVDA stock.

Nvidia is hurtling towards the end of 2025, after a very successful year, during which it redefined what it means to be a chip giant during the AI boom. Much of the reason for its success this year is its much-vaunted hardware.

OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says

Congressional Democrats oppose NVIDIA's advanced H200 chip sales to China, with lawmakers calling the decision a threat to U.S. military security.

He now sets a head-spinning $250 base-case target for Nvidia by the end of 2026, which represents a 33% gain from its current price at $187.67 (at the time of writing). Ives is betting that the AI story some investors think they’ve missed is just getting started.