AI: Nvidia slams $20 billion to acquire Groq

Nvidia has just made a big move by acquiring Groq’s assets for 20 billion dollars. This deal, which strengthens its dominance in the artificial intelligence (AI) chip market, could also disrupt the crypto ecosystem. Analysis of the technological, financial stakes and the opportunities arising from this historic transaction.

AI: Nvidia seals a $20 billion deal with Groq

A few months after reaching 4 trillion dollars market capitalization, Nvidia announces a $20 billion deal to acquire the assets of Groq, a startup specialized in AI accelerators. Although this is not a total buyout, this transaction allows Nvidia to take over Groq’s patents and LPU technology, as well as the company’s key talents, including its CEO Jonathan Ross. GroqCloud, Groq’s cloud branch, will continue to operate independently. However, Nvidia now integrates a revolutionary technology into its portfolio.

This deal is nearly three times Groq’s valuation in September 2025, which stood at 6.9 billion dollars following a 750 million funding round. Among Groq’s investors are giants like BlackRock, Samsung, and Cisco, who make an exceptional profit. For Nvidia, this Groq acquisition is the largest in its history, with a clear goal: to strengthen its position in the AI chip market.

Groq-Nvidia, why this deal changes the game for AI?

Groq became known for its LPU chips, which promise performance ten times higher than traditional GPUs while consuming ten times less energy. Developed by former Google engineers, this technology was a serious threat to Nvidia, the historic leader of AI accelerators. With this deal, Nvidia neutralizes this competition and consolidates its monopoly, already estimated at over 80% in certain market segments.

Analysts agree that Nvidia does not just dominate the market: it seeks to crush it. By integrating Groq’s LPUs, Nvidia can offer even more efficient solutions for data centers and language models, responding to the growing demand for computing power. However, this transaction may attract regulators’ attention, following Nvidia’s failed acquisition of Arm in 2022 for antitrust reasons.

Render (RNDR): the crypto that could benefit from the Nvidia-Groq deal

Render (RNDR) is a decentralized 3D rendering and artificial intelligence platform relying on GPUs to provide computing power. Therefore, Nvidia, a key Render partner, sees its GPUs widely used by network nodes. The deal with Groq could accelerate the development of even more powerful chips, which would directly benefit projects like Render.

Historically, RNDR has already experienced significant increases during major technological announcements, like its partnership with Nvidia in 2024, which boosted its price by 60%. Consequently, analysts estimate that RNDR could gain between 20% and 40% if Nvidia confirms increased use of its GPUs in post-acquisition AI projects.

The Nvidia-Groq deal marks a turning point in the race for AI chips. For Nvidia, it is another step towards technological monopoly. For cryptos like Render, it is an opportunity to grow in a thriving ecosystem. However, how far will Nvidia’s dominance go, and what will be the consequences for smaller players?