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Plexo Capital's Lo Toney talks what Nvidia stands to gain from Groq deal
Youtubeยท 2025-12-29 21:04
Shares of Nvidia sinking among the broader tech pullback here sinking down 1.3%. The company announcing last week a $20 billion non-exclusive licensing agreement with chipmaking startup Gro for Grock's inference technology. Joining me now to discuss what a deal like this means for the future of the AI race and the whole ecosystem is CNBC contributor Plexo Capitals Lo Tony.It's great to have you Lo. What what do you think of the of the structure of this deal that Nvidia is doing. It's not an allout acquisiti ...