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Talent-first AI chip deal signals Nvidia’s push into inference competition
Nvidia’s licensing deal with Groq highlights Big Tech’s strategy of securing AI inference technology and talent without full acquisitions, amid rising competition and regulatory scrutiny.
The non exclusive agreement allows Nvidia to access Groq’s inference focused architecture, an area where competition is intensifying from rivals such as and Cerebras Systems. Groq will continue operating independently under a new CEO. The structure mirrors recent deals by Microsoft, Meta, and Amazon, while potentially reducing antitrust risk as regulators scrutinise large AI transactions.