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Fortinet is buying into that wave, adding runtime model protection directly into its platform rather than waiting for standards to catch up.
As companies push agents into production, the attack surface grows beyond what traditional security tools were built to handle, making companies that provide broad coverage solutions prime acquisition targets.
Groq lost its founder, its engineers, and its core technology to NVIDIA. Then it raised $1B.
The AI chip market lost one of its most interesting independents last December, when NVIDIA paid $20B to license Groq's technology and hired away its founder and engineering team.
Groq just proved the story wasn’t over. It raised $350M at a $3.5B valuation, less than half its pre-deal $6.9B (with NVIDIA investing again). Add the $650M raised in June 2026, and total funding since the deal hits $1B.
“Groq is 1 of 32. Of the reverse acqui-hires we track, it's the only one to raise again. It got there by converting to a new legal structure that allowed shareholders to recycle NVIDIA cash distributions back into a $1B raise. Nobody else has done the same. They're just waiting to be bought.”
Thomas Hodson,
Senior Intelligence Analyst @ CB Insights
Groq operates 13 data centers across four continents, selling computing power to over 6M developers and thousands of companies. The new capital supports a major expansion in 2027.
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