Nvidia will license key technology from AI chip startup Groq, hiring top personnel. But it's not a full takeover, as previously reported.

OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says

Nvidia is a strong buy for 2026, with AI-driven growth and robust R&D set to boost its valuation. Click here to read my latest analysis of NVDA stock.

Nvidia is hurtling towards the end of 2025, after a very successful year, during which it redefined what it means to be a chip giant during the AI boom. Much of the reason for its success this year is its much-vaunted hardware.

Michael Burry of "The Big Short" fame said the US needs to shift away from "power-hungry" chips, but Nvidia has a "death grip" on the sector.

Nvidia boomed again in the 2010s when people realized that its GPUs were also extremely good at cryptocurrency mining. Cryptocurrency miners relied on the same PC-focused GPUs as gaming, and both growth drivers were included in the company's gaming segment, which was historically the bulk of revenue. However, things have changed.

On top of that, China has mounted a response too, on the back of tariffs and other export controls. Startups, including Moore Threads, Biren Technology, and Cambricon Technologies, are all looking to replace Nvidia domestically, while Huawei, Baidu, and Alibaba are manufacturing custom silicon.