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semiconductor stocks

Dec 26 2025

Is Nvidia quietly tightening its grip on AI in 2026?

Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.

Written by North Tech Capital · Categorized: Insights · Tagged: AI chips, AI Infrastructure, artificial intelligence, nvidia, semiconductor stocks, US technology stocks

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