Nvidia Expands AI Inference Push with Groq Acquisition and Rubin Platform Launch

Nvidia has acquired Groq's AI inference chip assets for $20b to expand its position in AI deployment hardware. The company also introduced its new Rubin chip platform, designed around next-generation memory technology for inference workloads. Samsung and Micron will supply HBM4 memory for Nvidia's new GPU platforms, and recent U.S. policy signals on legacy AI chip exports to China may affect Nvidia's ability to serve the Chinese market.