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Nvidia: Vertragsschluss mit Inferenz-Chip-Startup
Nvidia hat einen Lizenzvertrag mit dem Chip-Startup Groq vereinbart, auch wechseln Groq Mitarbeiter im Rahmen des 20-Milliarden-Deals zu Nvidia.
https://www.

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (M.G. Siegler/Spyglass)
https://spyglass.org/nvidia-groq-deal/

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...

Nvidia says it is "delighted by Google's success" and it has "made great advances in AI and we continue to supply to Google", but "Nvidia is a generation ahead" (@nvidianewsroom)
https://x.com/nvidianewsroom/status/1993364210948936055

NVIDIA Newsroom (@nvidianewsroom) on X
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater

Meta vor milliardenschwerem Kauf von Googles KI-Chips? Nvidia-Aktie sackt ab
Ein Bericht über Pläne von Meta, eventuell eigene Rechenzentren mit KI-Chips von Google auszurüsten, hat Nvidias-Aktien absacken lassen. Der Konzern reagierte.

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (Qianer Liu/The Information)
https://www.theinformation.com/articles/china-slowly-surely-breaking-…

China Is Slowly but Surely Breaking Free From Nvidia
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users and fearing Washington might suddenly cut off supply, the TikTok parent hoarded its stock of ...

Etwas mehr der heute besonders häufig geteilten #News:
Qualcomm-NPU statt Nvidia: Dell bietet Mobil-Workstation mit neuer Technik an

Disruptive CEO Alex Davis says Nvidia has agreed to buy assets from Groq for $20B in cash; leaked email: Jensen Huang says Nvidia is not acquiring Groq (David Faber/CNBC)
https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-g…

Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record
Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq for about $20 billion.

Vorerst Linux-exklusiv: Dell verkauft Notebook mit Qualcomm-Beschleuniger
Neue Varianten des Dell Pro Max 16 Plus verwenden eigenständige KI-Beschleuniger von Qualcomm anstelle einer Nvidia-GPU.
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"Anders als Enron": Nvidia weist Vorwürfe von bekanntem Investor zurück
Michael Burry wurde bekannt, als er vor der Finanzkrise 2008 auf den Kurssturz gewettet hat. Jetzt hat er sich mit Nvidia angelegt und der Konzern reagiert.

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global (The Information)
https://www.theinformation.com/articles/nvidia-struck-20-billion-megadeal-gro…

Why Nvidia Struck a $20 Billion Megadeal with Groq
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq, one of the best-funded startups trying to challenge Nvidia’s dominance in chips for powering AI applications, known as inference computing, according to a person involved in the deal. ...