The Information's TITV Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk | Dec 29, 2025
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Dec 29, 2025 Join finance experts Cory Weinberg, Paul Meeks, Anita Ramaswamy, and Ken Brown as they delve into the game-changing $20 billion deal between NVIDIA and Groq. Discover the implications for the AI chip market and why Waymo's potential $100 billion valuation could be justified through innovative revenue paths. The panel also discusses the burgeoning prediction markets, their regulatory challenges, and how political connections could influence their growth. Exciting insights that underscore the intersection of technology, finance, and regulation!
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NVIDIA Aims To Fortify Inference Lead
- NVIDIA bought into Groq to protect and strengthen its inference position as memory and inference demand grows.
- Groq's on-chip memory approach could give NVIDIA a memory-efficiency edge for inference workloads.
Grok's Origin And Big Saudi Deal
- Groq started in 2016 with founders who worked on Google's TPU and aimed to beat NVIDIA at chips.
- The company won a major $1.5 billion commitment from Saudi Arabia in early 2025 to build sovereign AI clusters.
Acqui‑Hire Playbook Continues
- The Groq deal resembles prior acqui-hire structures where technology plus staff are bought to neutralize threats.
- Regulators have so far allowed such deals, and NVIDIA likely structured this to minimize antitrust risk.