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Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense – Stratechery by Ben Thompson

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Happy New Year! It’s good to be back. There was one big piece of news over the break that I definitely wanted to get to first thing. On to the Update: From Bloomberg on Christmas Eve: Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. The world’s largest publicly traded company has paid for the right to use Groq’s technology and will integrate its chip design into future products. Some of the startup’s executives are leaving to join Nvidia to help with that effort, the companies said. Groq will continue as an independent company with a new chief executive, it said Wednesday in a post on its website. Nvidia’s technology already dominates data centers that are at the heart of the explosion in spending on new computing needed for AI software and services. The popularity of its existing offerings has made Nvidia by far the r

Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense – Stratechery by Ben Thompson Skip to content Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense Tuesday, January 6, 2026 Listen to Podcast Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet. Subscribe to Stratechery Plus for full access. Already subscribed? Log in $15 / month or $150 / year Subscribe to Stratechery Plus With Stratechery Plus you get access to the subscr

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