Nvidia's Groq deal to fuel revenue growth: IO Fund analyst

IO Fund analyst Beth Kindig says Nvidia's $20 billion Groq acquisition will be the next major revenue catalyst by driving token usage. The deal focuses on inference architecture, with Nvidia expecting Groq to boost token output by 15 times. Kindig compares the move to Nvidia's 2020 Mellanox acquisition. Nvidia shares fell over 1% on Friday.