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Commentary: Nvidia sees Groq as its next Mellanox

Amanda Liang, commentary Mar 20, 2026, 11:54 0

Credit: DIGITIMES

Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first made the comparison during a late-February earnings call, and again in...

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