NVIDIA and Groq: 2nd and 3rd Order Strategic Infrastructure

$MU $SNDK $LITE $VRT NVIDIA and Groq: 2nd and 3rd Order Strategic Infrastructure Effects and Market Implications

Public reporting indicates NVIDIA has agreed to acquire Groq for approximately $20,000,000,000 in cash, while excluding Groq’s nascent cloud business from the… *****1ayktJEC5e pic.twitter.com/Zu6oIVOejS

— TheValueist (@TheValueist) December 24, 2025