Nvidia makes a dramatic, gigantic acquisition-licensing deal with Groq
As JPR predicted, the biggest private companies will get acquired.
China’s GPU hopefuls hit the public markets with big multiples, while Nvidia hangs on
MetaX pops ~700% on debut, as China’s GPU trade builds, but Nvidia remains the buyer’s choice.
Can OpenAI use Trainium chips if it agreed to use Nvidia chips?
A federation of AI processors.
One more reason why Nvidia is impossible to catch
Nvidia acquires SchedMD, open-source AI workload management.
First AI factory pioneer reports results
The partnership between the companies has produced great results.
If AMD and Nvidia can sell chips to China, will it be profitable?
A 25% cost-of-goods hit comes out of the gross margin.
Moore Threads files IPO, raises $1.1 billion
Will that be enough to put them in league with AMD or Nvidia?
Nvidia’s ‘Game of Thrones’
It’s hard to win a throne, and harder still to keep it.
Ironwood chetyorka: Google, Broadcom, MediaTek, and TSMC
It takes a village to build an AIP farm.
Tsavorite’s Omni Processing Unit
A custom GPU with an Arm Neoverse CPU.
GPUs vs. ASICs—the threat from within
Some of AMD’s and Nvidia’s biggest customers are building their own AIPs.
Q3’25 PC GPU shipments increased by 2.5% from last quarter, which might suggest a creep forward
Data center GPUs were up an average of 145% from last quarter.