<p>Cantor Fitzgerald: NVIDIA's licensing deal with Groq is both &#34;offensive and defensive,&#34; and it &#34;will only enhance NVIDIA's full system stack capabilities and overall leadership position in the AI market (and further widen its competitive moat).&#34; Integrating Groq's products into NVIDIA's full system stack solutions &#34;will allow it to capture a larger share of the inference market, especially for the next phase of AI infrastructure development.&#34;</p>

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<p>NVIDIA rose 1.8% , Cantor Fitzgerald believes that the licensing deal between NVIDIA and Groq is both offensive and defensive, which will enhance NVIDIA's full system stack capabilities and its leadership position in the AI market. Integrating Groq's products into NVIDIA's solutions will allow it to capture a larger share of the inference market, especially for the next phase of AI infrastructure development</p>

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