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Analysis Mar 24, 2026

Senators Probe NVIDIA's $20B Groq Deal for Antitrust Evasion

Warren and Blumenthal accuse NVIDIA of structuring its Groq licensing deal to dodge merger review while consolidating AI chip dominance

Analysis Mar 17, 2026

Nvidia GTC 2026: Trillion-Dollar Orders, Groq Integration, and the Agentic AI Push

Jensen Huang's keynote unveils Vera Rubin chips, a $20B Groq acquisition, DLSS 5, and positions Nvidia to dominate both training and inference markets.

Analysis Mar 16, 2026

Nvidia GTC 2026: Vera Rubin, NemoClaw, and the $20 Billion Groq Bet

Jensen Huang's keynote today marks Nvidia's biggest pivot in years - from training chips to inference, from cloud to edge, and from prompts to autonomous agents

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