Nvidia Acquires Groq as AI Chip Industry Moves to Vertical Integration
Nvidia has acquired Groq, maker of Language Processing Units, as the AI silicon supply chain consolidates across multiple simultaneous deals. Broadcom is co-developing custom processors with both OpenAI/Arm and Alphabet, while Tiger Global has increased stakes in Nvidia, Broadcom, and TSMC simultaneously. Custom silicon players are expected to widen their competitive moat as commodity GPU revenue faces pressure within 18–24 months.
Salvado•