UBS says Nvidia (NVDA) is licensing Groq’s high speed inference technology at a “substantial” price tag of $20B. The licensing agreement could bolster Nvidia’s ability to service high speed inference applications, the analyst tells investors in a research note. UBS remains bullish on Nvidia shares heading into 2026. The firm expects appreciation from here to be driven almost by higher earnings estimates. It has a Buy rating on Nvidia with a $235 price target
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