NVIDIA secured a non-exclusive inference technology licensing deal with AI startup Groq while strategically hiring Groq founder Jonathan Ross, president Sunny Madra, and key team members.
- NVIDIA plans to ship H200 chips to China by mid-February 2026, pending necessary U.S. regulatory approvals.
- Fundamentals remain strong following Q3 revenue of $57B (+94% YoY) and Q4 guidance set at $65B.
- The stock closed at $188.61 and traded at $188.05 (-0.30%) after hours; Groq will continue to operate independently under new CEO Simon Edwards.