Nvidia expects to sell $1 trillion in AI chips through 2027 — and it's pushing further into inference

Nvidia unveiled a new AI inference system at its GTC keynote that incorporates technology from Groq as part of a $20 billion deal. The product launch plus the sizable strategic transaction should materially bolster Nvidia's inference offering and be sector-moving for AI hardware competition and supplier dynamics.

Analysis

Nvidia unveiled a new AI inference system at its GTC keynote that incorporates technology from Groq as part of a $20 billion deal. The product launch plus the sizable strategic transaction should materially bolster Nvidia's inference offering and be sector-moving for AI hardware competition and supplier dynamics.