Nvidia GTC Day One: Groq Will Be a Grand Slam Homerun
Tae Kim
· Key Context by Tae Kim
· March 17, 2026 at 09:27
· ⏱ 1 min read
| Read on Substack ↗
Summary
The author, attending Nvidia's GTC conference, reports a highly bullish outlook on a deal involving the AI chip company Groq. Based on comments from Nvidia's CEO and Groq's founder, the author believes the deal will be a major success.
•The author is reporting from Nvidia's annual GTC developers' conference.
•Heard from Nvidia CEO Jensen Huang and Groq founder Jonathan Ross.
•The author concludes that the "Groq deal is going to deliver" and will be a "grand slam homerun."