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Nvidia quietly bought a competitor last week. Why analysts believe this could be big deal for the stock
Nvidia's $20 billion deal to buy Groq will help it compete with Google as its rival continues marketing its TPUs for large-scale AI projects, analysts say.
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cnbc.com
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
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axios.com
Scoop: Nvidia deal a big win for Groq employees and investors
Social media has been full of questions about what the unusual arrangement means for Groq employees.
