Nvidia's $20 billion Groq IP deal bolsters AI market domination — hardware stack and key engineer behind Google TPUs included in bombshell agreement

Nvidia signs $20B licensing deal with AI chip startup Groq

2 months / dataconomy / Emre Çıtak

Nvidia to poach top staff from AI chip start-up Groq in licensing deal

2 months / ft

Nvidia to license technology from inference chip startup Groq in reported $20B deal

2 months / siliconangle / Maria Deutscher

Groq execs to join Nvidia as part of AI-chip licensing deal

2 months / x / @MarketWatch

Nvidia Licenses Groq’s AI Technology as Demand for Cutting-Edge Chips Grows

2 months / wsj / Kate Clark

Nvidia to license AI chip challenger Groq’s tech and hire its CEO

2 months / techcrunch / Amanda Silberling

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Appreciate The Guardian for the shoutout in their “NVIDIA isn’t Enron” piece https://www.theguardian.com/technology/2025/dec/28/nvidia-insists-it-isnt-enron-but-its-ai-deals-are-testing-investor-faith

2 months / bsky / @edzitron.com

NVIDIA’s Next-Gen Feynman GPUs Could See the Inclusion of Groq’s LPU Units By 2028, Stacked as Separate Dies Similar to AMD’s X3D Approach

Our Tech Columnists’ Annual Predictions: Folding iPhones, Mind-Reading Tech, EV Supercars

2 months / wsj / Wilson Rothman

Nvidia insists it isn’t Enron, but its AI deals are testing investor faith

2 months / reddit / /u/No-Lifeguard-8173

Nvidia's $20 billion Groq deal looks a lot like an acquisition in disguise

2 months / reddit / /u/AdSpecialist6598

Nvidia's $20 billion Groq deal sure looks like an acquisition as 90 percent of staff moves over

2 months / the-decoder / Matthias Bastian

One-Minute Daily AI News 12/27/2025

2 months / reddit / /u/Excellent-Target-847

Nvidia deal a big win for Groq employees and investors

2 months / ycombinator

Nvidia's $20 billion Groq deal looks a lot like an acquisition in disguise

2 months / techspot

Nvidia's $20B Antitrust Loophole (Not an Acquisition)

2 months / ycombinator

Speed, supply chains, and strategy converge in Nvidia's $20 billion quasi-acquisition of Groq

2 months / the-decoder / Matthias Bastian

Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively – for NVIDIA – small price to pay to effectively lock this team and tech up. Some last-minute Christmas shopping for Jensen Huang... https://spyglass.o

2 months / bsky / @mgsiegler.com

Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says

2 months / cnbc

From OpenAI to Nvidia, here’s a list of recent multibillion-dollar AI deals

2 months / fastcompany / Reuters

Nvidia Acquires Tech and Talent From Inference Chip Maker Groq

2 months / pymnts / PYMNTS

Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk

2 months / cnbc

Nvidia’s ‘Acquihire’ of Groq: $20B Deal Secures AI Chip Tech, Bypasses Antitrust

With Groq on its side, Nvidia is poised to become even more dominant in chip manufacturing.

2 months / bsky / @techcrunch.com / techcrunch.com

Nvidia's powerful open AI model play

2 months / therundown / Zach Mink

Apple iPhone 18 Camera Sensors To Be Manufactured In The US As Supply Chain Re-Shoring Efforts Gain Steam

Rohail Saleem / wccftech - In what comes as a huge symbolic vindication for the Trump administration's efforts to re-shore the supply chains of major US companies, Samsung now intends to manufacture the camera sensors for Apple's iPhone 18 lineup at its existing facility in Austin,…

#semiconductors #apple #chips #samsung #iphone #supplychain #us #camera #manufacturing #smartphone

Samsung is Making iPhone 18 Camera Sensors in US

Samsung Prepares Austin Fab to Manufacture iPhone Image Sensors [Report]

2 months / iclarified

Apple iPhone 18 Camera Sensors To Be Manufactured In The US As Supply Chain Re-Shoring Efforts Gain Steam

2 months / wccftech / Rohail Saleem

Samsung moves closer to producing iPhone 18 camera sensors in Texas

2 months / appleinsider

Advanced iPhone 18 Camera Sensor to Be Made in Texas

2 months / macrumors / Hartley Charlton

NVIDIA Tested Intel's 18A Node but Did Not Commit to Intel Foundry

techpowerup - According to a report from Reuters, NVIDIA has explored using Intel Foundry's 18A node but has not proceeded to mass production. Reuters states, "NVIDIA recently tested out whether it would manufacture its chips using Intel's production process known as 1…

#chips #nvidia #tsmc #stockmarket #business #intel #manufacturing #semiconductor #technology

NVIDIA Halts Tests of Intel 18A Process Noder Despite $5B Investment

Why NVIDIA is skipping Intel 18A for its next generation AI chips

2 months / dataconomy / Kerem Gülen

"Intel Shares Fall on Report Nvidia Halts Production Test"

2 months / bsky / @scottlincicome.bsky.social / scottlincicome.bsky.social

NVIDIA Tested Intel's 18A Node but Did Not Commit to Intel Foundry

2 months / reddit / /u/self-fix

NVIDIA Tested Intel's 18A Node but Did Not Commit to Intel Foundry

2 months / techpowerup

Intel Shares Fall on Report Nvidia Halts Production Test

2 months / bloomberg / Jake Rudnitsky

NVIDIA Did Test Intel’s 18A Process, But Reportedly Stopped Moving Forward, Suggesting No Foundry Deal From the AI Giant for Now

#hardware #semiconductors #chips #business #supplychain #pricing #diy #technology #memory

MAINGEAR Fights The DDR5 Memory Crisis By Letting Gamers Build PCs Without RAM, Gives Users The Choice To Bring Self-Purchased Kit

Hassan Mujtaba / wccftech - Maingear has announced its new "BYO" RAM builds, giving users the choice to build PCs with or without DDR5 memory kits to tackle shortages. MAINGEAR Is The Latest Pre-Built PC Maker To Announce Ram-Less Configuration: Buy A PC Without DDR5 Memory Or Bring…

Memory Crisis & RAM Shortages – Here’s Everything You Need to Know About the New Trouble For Gamers, Courtesy of AI

DRAM Shortage Predicted To Cause Launch Delays For Major Brands

2 months / techpowerup

Framework announces another memory price hike — and it likely won’t be its last

2 months / theverge / Emma Roth

Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon

2 months / reddit / /u/StarbeamII

PC Makers Are Fighting for Memory Capacity as Reports Warn That Postponing Product Launches Might Be the Only Option Left

Global memory shortage could disrupt smartphone and PC markets in 2026: IDC |

2 months / reddit / /u/Few_Baseball_3835

Framework Announces Another DRAM Price Hike, Memory Costs $10 per GB of Capacity

2 months / techpowerup

Framework Raises Memory Prices Again, Suggests Customers Bring Their Own RAM

2 months / slashdot / msmash

Laptop maker Framework announces another immediate memory price hike, says additional increase expected within a month — encourages buyers to bring their own memory and check PCPartPicker for better deals

2 months / tomshardware

Russian enthusiasts planning do-it-yourself DDR5 memory amidst the worldwide shortage — building your own RAM is as 'easy' as sourcing your own memory modules and soldering them on empty PCBs

2 months / reddit / /u/chusskaptaan

ASUS Rumored To Enter DRAM Market Next Year To Tackle Memory Shortages

2 months / wccftech / Hassan Mujtaba

Russian enthusiasts are planning to build their own DDR5 RAM amidst the worldwide shortage — do-it-yourself RAM is as 'easy' as sourcing your own memory modules and soldering them on empty PCBs

2 months / reddit / /u/rkhunter_

Russian enthusiasts are planning to build their own DDR5 RAM amidst the worldwide shortage — do-it-yourself RAM is as 'easy' as sourcing your own memory modules and soldering them on empty PCBs

2 months / tomshardware

The WD_BLACK SN850X PCIe NVMe Gen 4 SSD Removes Your Storage Woes With Its 8TB Capacity, With The Heatsink Version $100 Off On Amazon, Available For $829.99

2 months / wccftech / Omar Sohail

Microsoft Execs Rage And Google Resorts To Firing Its Procurement Head As An All-Out War For Memory Products Breaks Out

2 months / wccftech / Rohail Saleem

Framework: Memory and storage pricing updates [€90 for 8GB]

2 months / reddit / /u/Balance-

New $110 Intel Z790 motherboard with DDR4 support is a Christmas gift to the world amid the memory pricing crisis — an affordable home for Alder Lake, Raptor Lake, and Raptor Lake Refresh CPUs

2 months / tomshardware

AMD EXPO 1.2 could supercharge Ryzen CPUs with CUDIMM support amid global DRAM crunch — full AMD CUDIMM support is on the horizon

2 months / reddit / /u/Logical_Welder3467

AMD EXPO 1.2 could supercharge Ryzen CPUs with CUDIMM support amid global DRAM crunch — full AMD CUDIMM support is on the horizon

2 months / tomshardware

Maingear now lets buyers bring their own RAM to avoid DDR5 price spikes

2 months / betanews / Wayne Williams

DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle

Maingear responds to DDR5 crisis with bring-your-own RAM program

2 months / techspot

Maingear's Opening Salvo for PC Memory Shortage: Supply Your Own

2 months / cnet / Lori Grunin

MAINGEAR Fights The DDR5 Memory Crisis By Letting Gamers Build PCs Without RAM, Gives Users The Choice To Bring Self-Purchased Kit

2 months / wccftech / Hassan Mujtaba

RAM Prices Are So Bad, PC Builders Are Telling Consumers to BYO Memory

2 months / gizmodo / Kyle Barr

'This memory situation is a multi-year problem,' says Maingear CEO — Custom PC company offers up BYO RAM builds to combat shortages

2 months / tomshardware

Unlucky Amazon shopper orders DDR5 memory but gets DDR4 hidden under the heatspreader — RAM sold as new was a switcharoo

2 months / reddit / /u/CipherGarden

Nvidia prepares first H200 shipments to China by February

Kerem Gülen / dataconomy - According to Reuters, Nvidia has informed Chinese clients of plans to ship H200 AI chips to China before the mid-February Lunar New Year holiday, using existing stock for initial orders totaling 5,000 to 10,000 chip modules, equivalent to 40,000 to 80,000…

#ai #semiconductors #china #chips #nvidia #gpu #aiethics #asia #semiconductor #technology

NVIDIA Plans to Make the H200 AI Chip an Appealing Option By Offering a Price That Is Too Difficult To Ignore For Chinese Customers

Here’s what Nvidia investors can look forward to in 2026 trib.al/Ut6ny8g

2 months / x / @MarketWatch

Why Asia sits at the centre of the global AI chip disruption?

2 months / e27 / Hiroki Kato

AMD (AMD) Holds Key Support While Nvidia Gains on China Export Breakthrough

2 months / parameter / Yasmin Werner

NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly

Nvidia prepares shipment of 82,000 AI GPUs to China as chip war lines blur — H200 shipments with 25% tax to begin as US loosens restrictions

2 months / tomshardware

Nvidia (NVDA) Stock: H200 Chip Shipments to China Planned for February

2 months / blockonomi / Trader Edge

Nvidia Prepares First H200 Shipments to China Amid US Scrutiny and Tariff Hurdles

Nvidia’s H200 AI Chips Under Scrutiny as Export Approvals Sought

2 months / parameter / Newton Kitonga

Nvidia prepares first H200 shipments to China by February

2 months / dataconomy / Kerem Gülen

Nvidia Plans H200 Chip Shipments to China by Mid-February

2 months / parameter / Maxwell Mutuma

Nvidia aims to start H200 AI chip shipments to China by mid-February, sources say

2 months / scmp

iPhone 18 Trial Production Reported to Begin in February Ahead of Spring 2027 Launch

Steve Vegvari / iphoneincanada - Apple is believed to be kick-starting the trial production of its iPhone 18 shortly after the Chinese New Year.The post iPhone 18 Trial Production Reported to Begin in February Ahead of Spring 2027 Launch first appeared on iPhone in Canada.

#mobiletech #apple #china #chips #iphone #asia #manufacturing #technology #smartphone

First things we know about iPhone 18

2 months / dataconomy / Kerem Gülen

Apple Reportedly Facing Production Shortages For Its A20 And A20 Pro, Despite Securing Nearly Half Of TSMC’s Initial 2nm Supply, But Samsung Isn’t Being Viewed As An Alternative

2 months / wccftech / Omar Sohail

A new report claims that the iPhone 18 series will enter test production soon, but also that the Pro models will closely resemble the current design.

2 months / bsky / @appleinsider.com / appleinsider.com

iPhone 18 Trial Production to Begin in February After Chinese New Year

2 months / bsky / @macrumors.bsky.social / macrumors.bsky.social

Apple Targets 'Visually Crease-Free' Foldable iPhone With New Glass Tech [Rumor]

2 months / iclarified

Apple Preparing to Start Trial Production of iPhone 18 Pro

2 months / iclarified

One Leaker Wants You To Ignore The Rumors Of A Punch-Hole Selfie Camera On The Apple iPhone 18 Pro

2 months / wccftech / Rohail Saleem

iPhone 18 Trial Production Reported to Begin in February Ahead of Spring 2027 Launch

2 months / iphoneincanada / Steve Vegvari

Don't expect big changes in the iPhone 18 Pro design

2 months / appleinsider

iPhone 18 Trial Production to Start in February Ahead of Spring 2027 Launch

2 months / macrumors / Tim Hardwick

Chinese AI Chip Maker Biren Technology Plans $623 Million Hong Kong IPO

Sherry Qin / wsj - Biren Technology, one of China’s “Four Little Dragons” in the graphics-processing-unit sector, aims to raise as much as 4.85 billion Hong Kong dollars.

#ai #semiconductors #china #chips #aiethics #banking #business #finance #asia

China's premier GPU maker Biren kicks off Hong Kong IPO — GPU startups vying for Nvidia's crown race to fund AI chip development

2 months / tomshardware

Chinese AI Chip Maker Biren Technology Plans $623 Million Hong Kong IPO

2 months / wsj / Sherry Qin

Chinese AI chipmaker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

2 months / scmp

Samsung reveals Exynos 2600: world's first 2nm smartphone chip could supercharge Galaxy S26

techspot - The Exynos 2600, manufactured by Samsung Foundry, features a 10-core configuration based on Arm's v9.3 architecture. It uses the new C1-Ultra (prime) and C1-Pro (middle) cores – Samsung has dropped the low-power cores in this Exynos model.Read Entire Arti…

#mobiletech #semiconductors #chips #samsung #semiconductor #performance #technology #smartphone #snapdragon #arm

Samsung may power Galaxy Z Flip 8 with its own Exynos 2600 chip

2 months / digitaltrends

Samsung debuts world’s first two-nanometer mobile processor

2 months / siliconangle / Maria Deutscher

Exynos 2600 SoC Could Power Galaxy Z Flip 8, Report Suggests Considerable NPU Performance

2 months / techpowerup

Why Samsung's Latest Chip Breakthrough Matters for Upcoming Galaxy Phones

2 months / cnet / Omar Gallaga

Samsung Launches New Flagship Exynos 2600 Chip

Creating realistic 3D scenes from everyday online photos

2 months / techxplore

Samsung Launches First 2nm Mobile Chip With Exynos 2600, Ahead of Apple's A20 [Video]

2 months / iclarified

Samsung Announces World's First 2nm Mobile Chip Ahead of Apple

2 months / macrumors / Tim Hardwick

Samsung Unveils the Exynos 2600 Without Fanfare

2 months / techpowerup

Samsung reveals Exynos 2600: world's first 2nm smartphone chip could supercharge Galaxy S26

2 months / techspot

Samsung’s new Exynos 2600 aims to address your concerns about Exynos-powered Galaxy S26 models

2 months / digitaltrends

China reportedly has a prototype EUV machine built by ex-ASML employees

Anna Washenko / engadget - A report from Reuters claims that scientists in China have created a prototype of a machine that could eventually be used to produce semiconductor chips capable of powering artificial intelligence. Sources told the publication that a team in Shenzhen comp…

#hardware #innovation #semiconductors #china #chips #asia #manufacturing #technology #research

How China Built Its 'Manhattan Project' To Rival the West in AI Chips

2 months / slashdot / msmash

OPINION: Light in Shenzhen, Darkness in Europe

2 months / implicator / Marcus Schuler

China's EUV Machine Exists. What It Can Actually Do Remains an Open Question.

2 months / implicator / Marcus Schuler

China Reportedly Builds Secret ‘Manhattan Project’ EUV Machine for Chip Manufacturing

China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028

2 months / tomshardware

China reportedly has a prototype EUV machine built by ex-ASML employees

2 months / engadget / Anna Washenko

Reuters is reporting that China's classified EUV project has reverse engineered and successfully built a prototype EUV machine with the help of former ASML engineers

2 months / reddit / /u/reversedu

Chinese EUV Lithography Machine Prototype Reportedly Undergoing Testing

2 months / reddit / /u/DazzlingpAd134

Reuters China completed working EUV machine early 2025

2 months / reddit / /u/DazzlingpAd134

Chinese EUV Lithography Machine Prototype Reportedly Undergoing Testing

2 months / techpowerup

Micron earnings blow past expectations — and the stock is climbing

@MarketWatch / x - Micron earnings blow past expectations — and the stock is climbing https://t.co/84lxNNYloP— MarketWatch (@MarketWatch) December 17, 2025

#ai #chips #aiethics #stockmarket #earnings #business #semiconductor #technology #memory

Micron crushes earnings, calming markets and helping boost bitcoin back above $87,000

2 months / coindesk / James Van Straten

Micron’s Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year

2 months / wsj / Dan Gallagher

Micron Forecasts DRAM Shortages Beyond 2026

2 months / techpowerup

Micron says memory shortages are here for the foreseeable future

2 months / theregister / Simon Sharwood

Micron crushes expectations on earnings and guidance amid soaring AI memory demand

2 months / siliconangle / Mike Wheatley

Micron blows past expectations, and the stock is climbing trib.al/48yRxMq

2 months / x / @MarketWatch

(PR) Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2026

2 months / techpowerup

Micron forecasts surging revenue as computer memory demand for AI remains high

2 months / cnbc

Micron earnings blow past expectations — and the stock is climbing

2 months / x / @MarketWatch

Micron Gives Rosy Sales Forecast After AI Boom Spurs Demand

2 months / bloomberg / Dina Bass

Amazon to back OpenAI with $10B investment tied to Trainium 3 chips at valuation exceeding $500B

/u/thatguyisme87 / reddit - via The Information submitted by /u/thatguyisme87 [link] [comments]

#ai #cloud #chips #amazon #openai #aiethics #investment #semiconductor #technology

Critical and market reaction views (3)
Deal negotiations and technical terms (15)

Critical and market reaction views

Is a new OpenAI deal what Amazon’s stock needs to finally come alive? trib.al/UCwsqis

2 months / x / @MarketWatch

Amazon Hedges. Washington Hammers.

2 months / implicator / Marcus Schuler

Amazon is talking about investing $10bn in OpenAI so that OpenAI can then hand some of that back as part of its $38bn cloud compute deal using trainium chips. This should get OpenAI to what, March? Utterly stupid and investors should actively punish Amazo

2 months / bsky / @edzitron.com

Deal negotiations and technical terms

OpenAI in Talks With Amazon About Investment That Could Exceed $10 Billion

2 months / slashdot / msmash

OpenAI and Amazon are closing in on a $10 billion funding deal

2 months / qz / Alex Daniel

Amazon's $10 billion OpenAI investment creates a closed-loop funding structure

2 months / implicator / Maria Garcia

Amazon reportedly in talks to invest $10B in OpenAI as circular deals stay popular

2 months / techcrunch / Ivan Mehta

Amazon Eyes $10 Billion Investment and Chip Deal in OpenAI

2 months / pymnts / PYMNTS

OpenAI in talks for $10B Amazon investment, $500B+ valuation on Trainium chips

2 months / techfundingnews / Abhinaya Prabhu

OpenAI Negotiates $10B+ Amazon Investment and Shift to Custom ‘Trainium’ Chips

Amazon in talks to invest $10 billion in OpenAI and supply its Trainium chips

2 months / engadget / Steve Dent

OpenAI Discusses $10B Deal with Amazon, Eyeing Trainium Chips for AI Operations

2 months / parameter / Maxwell Mutuma

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

2 months / scmp

Amazon in talks to invest in OpenAI, source says

2 months / reddit / /u/ddx-me

OpenAI in talks with Amazon about investment that could exceed $10 billion

2 months / cnbc

Amazon in talks to invest more than $10bn in OpenAI

2 months / ft

Amazon to back OpenAI with $10B investment tied to Trainium 3 chips at valuation exceeding $500B

2 months / reddit / /u/thatguyisme87

OpenAI May Raise $10 Billion From Amazon, The Information Says

2 months / bloomberg / Edwin Chan

Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut

cnbc - Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared nearly 700% after raising nearly $600 million in its initial public offering.

#semiconductors #china #chips #stockmarket #investment #business #supplychain #asia #manufacturing #technology

China's MetaX soars 755% on debut on hopes for domestic chipmakers

2 months / techxplore

Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut

2 months / cnbc

MetaX soars in frenzied debut as traders snap up second Chinese GPU maker to go public

2 months / scmp

China Chipmaker MetaX Debuts After Wildly Oversubscribed IPO

2 months / bloomberg / Bloomberg News

Apple is Testing New iMac Pro with M5 Max Processor

Usman Qureshi / iphoneincanada - Apple appears to be developing a new iMac model with the M5 Max chip aimed at delivering higher performance for professionals.The post Apple is Testing New iMac Pro with M5 Max Processor first appeared on iPhone in Canada.

#hardware #apple #chips #cpus #macos #macbook #semiconductor #performance #technology

Apple May Refresh iMac Pro Desktop AIO, But Without Top-Tier M5 Ultra SoC

2 months / techpowerup

Apple's 2026 and 2027 Product Roadmap: Foldable iPhone, iPhone 18 Pro, M5 Macs, and More

2 months / macrumors / Juli Clover

Image post - please click to view at origin

2 months / bsky / @arstechnica.com / arstechnica.com

Leaked debug kit suggests Apple is testing a new “iMac Pro,” among many other Macs

2 months / arstechnica / Andrew Cunningham

Apple is Testing New iMac Pro with M5 Max Processor

Apple Developing High-End iMac With M5 Max Chip [Leak]

2 months / iclarified

iMac Pro may return in 2026 with M5 Max chip

2 months / appleinsider

Apple Developing iMac Pro With M5 Max Chip

2 months / macrumors / Hartley Charlton

You might want to skip a phone upgrade in 2026, as memory crisis threatens industry

digitaltrends - Smartphones are getting more AI features, not fewer, but rising memory prices may force manufacturers to ship phones with less RAM in 2026.The post You might want to skip a phone upgrade in 2026, as memory crisis threatens industry appeared first on Digit…

#mobiletech #chips #samsung #supplychain #pricing #semiconductor #technology #smartphone #memory

Apple's resilience amid crisis (3)
Consumer price surge impact (4)
Other industry and peripheral insights (4)
Smartphone shipment decline (3)
All Other Stories

Apple's resilience amid crisis

Apple Least Affected by Rising DRAM Prices