AI Industry Map / Chips / Groq

Chip design Inference providers Supplier to the AI builders

Groq

Makes fast inference chips for running models, built around its own LPU design.

Value: $3.5B in a 2026 round that followed its Nvidia licensing deal
Growth: Its peak valuation before the Nvidia deal was $6.9B (reported)
Based in: Mountain View, US
Listed: Private

Why it is winning

Nvidia paid for a licence to its technology and hired most of its staff, which shows how the big players buy talent.

The risk to watch

Most of the team now works for Nvidia, so the company that remains is much smaller.

Money coming in

Who pays Groq, and for what.

NvidiapaysGroqabout $20B (reported Dec 2025)
pays for a non-exclusive licence to Groq's chip technology and hires most of its executives
dealroom.co
NvidiapaysGroqabout $20B (Dec 2025 deal, reported)
licence for Groq's inference technology, with Groq's founder and president joining Nvidia
w.media

Money going out

Who Groq pays to do what it does.

No suppliers of Groq mapped yet.

Where it sits on the map

Makes fast inference chips for running models, built around its own LPU design.

Inference providers

Designs its own inference chips and runs a cloud that serves open models quickly.

Competitors and neighbours

Designs the GPUs that train and run most big AI models, and the CUDA software they run on.

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Makes Gemini, the assistant built into Android, Search and Workspace.

25% of AI chip supply (Epoch AI)

Designs its own Trainium AI chips and rents them out through AWS.

5% of AI chip supply (Epoch AI)

Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.

AI chip revenue $16.7B in a quarter, up 221%

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Marvell Technology

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

Cadence Design Systems

Sells chip-design software and design blocks used to build AI and other chips.

$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B

Sources: dealroom.co, news.bgov.com, implicator.ai, w.media

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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