Gavin Baker said Nvidia’s Groq licensing deal raises competitive pressure on standalone AI ASIC developers. ・Baker said ...

The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA ...

Reports emerged on Wednesday that NVIDIA (NASDAQ:NVDA) has agreed to acquire Groq, a designer of high-performance artificial intelligence accelerator chips, in a $20 billion all-cash deal. Groq ...

The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous cryptocurrency ...

Nvidia and Broadcom are in a battle over GPUs versus custom ASICs for AI workloads. Nvidia is the clear market leader in chips for AI infrastructure. Broadcom has a huge opportunity with custom AI ...

According to the leaks, Intel Serpent Lake is the first chip that will feature an integrated Nvidia GPU, which won’t launch ...

Wall Street analysts said that Nvidia's (NVDA) recent deal with Groq offers both "offense and defense" and is strategic.

(RTTNews) - Nvidia (NVDA) CEO Jensen Huang Monday announced several new initiatives on Monday aimed at reinforcing the company's leadership in AI and computing. The highlight was the introduction of ...

SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...

Nevertheless, the introduction of TPUs is not a checkmate move by Google. If anything, complementing existing Nvidia infrastructure with custom chip designs reinforces how large of an opportunity AI ...

Nvidia and Broadcom are key suppliers of artificial intelligence infrastructure, but Wall Street says Nvidia is the better ...

TL;DR: NVIDIA's GeForce RTX 5090 graphics card faces high demand but limited stock. To address this, NVIDIA is using excess TSMC yields to produce more RTX 50 series GPUs. The supply of RTX 5090 is ...