Bernstein research team has reiterated its outperform rating on Nvidia amid significant developments in the AI chip sector. The semiconductor giant reportedly finalized a substantial $20 billion partnership agreement with AI chip startup Groq, signaling growing consolidation in the artificial intelligence hardware space. This strategic collaboration reflects mounting investor confidence in Nvidia's market positioning and technological leadership, even as competition intensifies within the high-performance computing and AI infrastructure landscape. Analysts view this move as a testament to the company's continued dominance in powering next-generation AI applications.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 7
  • Repost
  • Share
Comment
0/400
MrRightClickvip
· 18h ago
NV is about to take off again, not giving others a chance to survive.
View OriginalReply0
GasOptimizervip
· 18h ago
20 billion USD in transactions, what is the rate when distributed over chip production capacity? This is the key data.
View OriginalReply0
SignatureCollectorvip
· 18h ago
NV is about to take off again, and GROQ also has to bow and scrape.
View OriginalReply0
SellLowExpertvip
· 18h ago
It's Nvidia again, this time pouring 20 billion into Groq. Come on, this is monopoly.
View OriginalReply0
MoonRocketmanvip
· 18h ago
20 billion USD fuel supply, the launch window has really arrived this time, and RSI hasn't peaked yet.
View OriginalReply0
DegenRecoveryGroupvip
· 18h ago
Damn, Nvidia is about to monopolize again. Acquiring Groq for 2 billion USD is quite aggressive.
View OriginalReply0
GasFeeCryervip
· 18h ago
Nvidia is making a big move again, investing 2 billion dollars. Are they aiming to monopolize the entire AI chip industry?
View OriginalReply0
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)