Nvidia's $20B antitrust loophole(ossa-ma.github.io)

509 points by ossa-ma 10 months ago | 159 comments

Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.

Nvidia just paid $20B for a company that missed its revenue target by 75%(blog.drjoshcsimmons.com)

145 points by joshcsimmons 10 months ago | 96 comments

Nvidia sheds almost $600B in market cap(cnbc.com)

230 points by mfiguiere 1 year ago | 229 comments

Apple is fighting for TSMC capacity as Nvidia takes center stage(culpium.com)

745 points by speckx 9 months ago | 452 comments

Culpium exclusive by Tim Culpan reporting that Apple is struggling to secure TSMC wafer capacity and facing price hikes as Nvidia competes for supply.

Owed a billion dollars in Nvidia stock(colo.to)

1030 points by Eric_Gullichsen 28 days ago | 430 comments

Personal essay by Eric Gullichsen, an early NVIDIA technical advisor, explaining how 1993 stock options he was granted may now be worth about a billion dollars.

Nvidia projects $673B in sales as AI demand widens(forgeeks.net)

83 points by kuuuzya 2 months ago | 67 comments

Nvidia is the central bank of AI(economist.com)

545 points by tolugenius 1 month ago | 385 comments

An Economist briefing arguing that Nvidia acts like a central bank for the AI industry by financing its customers, and asking whether those loans will prove sound.

Owed a billion dollars in Nvidia stock(colo.to)

1030 points by Eric_Gullichsen 28 days ago | 430 comments

Personal essay by Eric Gullichsen, an early NVIDIA technical advisor, explaining how 1993 stock options he was granted may now be worth about a billion dollars.

Nvidia's Risky Business(stratechery.com)

325 points by jonbaer 2 months ago | 157 comments

Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.

Nvidia sued for stealing trade secrets: blunder showed rival company's code(engadget.com)

325 points by bookofjoe 2 years ago | 193 comments

Engadget news article reporting that Valeo sued Nvidia for trade secret theft after a screensharing mistake revealed Valeo's code.

Nvidia to join Dow Jones Industrial Average, replacing Intel(cnbc.com)

347 points by koolba 2 years ago | 191 comments

CNBC news article reporting that Nvidia will replace Intel in the Dow Jones Industrial Average, reflecting shifts in the semiconductor industry.

Nvidia's $20B antitrust loophole(ossa-ma.github.io)

509 points by ossa-ma 10 months ago | 159 comments

Blog post arguing Nvidia's $20B deal for Groq's assets and hiring of CEO Jonathan Ross exploits an antitrust loophole to avoid merger scrutiny.