#Nvidia secured a non-exclusive licensing agreement with #Groq, an #AIchip startup, for $20 billion. The deal aims to bring Groq’s CEO, #JonathanRoss, on board, along with their #inferencetechnology and #intellectualproperty. This move is seen as a strategic move to counter #Google’s success with #TPUs and maintain Nvidia’s dominance in the #AIchipmarket. https://spyglass.org/nvidia-groq-deal/?eicker.news #tech #media #news
NVIDIA’s Christmas Eve 'Hackquisition' Miracle

NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...

Spyglass
#Baidu is emerging as a key player in #China’s #AIchipmarket, challenging #Huawei and filling the void left by #Nvidia’s restricted access. The company’s #Kunlun #AIchip business is gaining traction, with analysts forecasting significant growth and a potential valuation of $28 billion. This comes by global demand and the block of Nvidia chips. https://www.cnbc.com/2025/11/28/baidu-is-major-ai-chip-player-in-china-to-fill-nvidia-gap.html?eicker.news #tech #media #news
#Nvidia asserts its #GPUs are a generation ahead of #Google’s #AIchips, despite concerns about potential #competition. Nvidia highlights its chips’ flexibility and power compared to Google’s #ASIC chips, emphasising their ability to run every AI model. While Google’s #TPUs are gaining attention, Nvidia remains a dominant player in the #AIchipmarket. https://www.cnbc.com/2025/11/25/nvidia-says-its-gpus-are-a-generation-ahead-of-googles-ai-chips.html?eicker.news #tech #media #news
Alphabet Stocks Hits New Highs As Meta Mulls Deploying Google AI Chips In Data Centers - Alphabet (NASDAQ

Alphabet shares are hitting new highs in Monday's after-hours session following reports that Meta could use its AI chips for data centers.

Benzinga

Advanced Micro Devices secured a landmark partnership with OpenAI announced Monday October 6th to supply 6 gigawatts of computing power using AMD Instinct MI450 GPUs. The multi-year deployment begins in late 2026 and positions AMD's AI chips as a serious competitor to Nvidia's dominant position in the artificial intelligence infrastructure market.

#AMDAIChips #AMDInstinct #OpenAIPartnership #AIChipMarket