Nvidia's Big Moves and Industry Shakeups in AI and Tech Deals

Nvidia's licensing deal with AI startup Groq, which involves key leadership joining Nvidia and the startup operating independently, highlights a shift in Silicon Valley where companies are increasingly using licensing agreements instead of traditional acquisitions to acquire talent and technology, reflecting regulatory uncertainties and changing industry practices. This trend is similar to recent deals involving Windsurf, Scale AI, Character AI, Inflection AI, and Adept, which often result in key employees being hired away or licensing agreements rather than full acquisitions.