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.

AI chipmaker Cerebras files for IPO(cnbc.com)

201 points by TradingPlaces 2 years ago | 112 comments

Nvidia passes Apple in market cap, becoming the second-most valuable company(cnbc.com)

5 points by redbell 2 years ago | 1 comments

Nvidia's CUDA Monopoly(matt-rickard.com)

53 points by ingve 3 years ago | 44 comments

Nvidia to buy assets from Groq for $20B cash(cnbc.com)

613 points by nickrubin 10 months ago | 349 comments

CNBC exclusive reporting that Nvidia is acquiring AI chip startup Groq for about $20 billion, its largest acquisition on record.

Cheaper MacBook powered by iPhone chip coming in 2026, per new report(9to5mac.com)

33 points by spurgu 11 months ago | 34 comments

Apple will soon receive 'made in America' chips from TSMC's Arizona fab(tomshardware.com)

400 points by rbanffy 1 year ago | 365 comments

Tom's Hardware news article reporting that TSMC's Arizona fab is in final quality verification for Apple chips, with mass production possibly starting in Q1.

Apple mobile processors are now made in America by TSMC(timculpan.substack.com)

1566 points by colinprince 2 years ago | 798 comments

Tim Culpan's Substack newsletter post reporting that TSMC's Arizona fab has begun producing Apple's A16 mobile processors on its 5nm process.

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.

TSMC expected to announce $100B investment in U.S.(wsj.com)

454 points by perihelions 1 year ago | 966 comments

WSJ exclusive report that President Trump and TSMC are expected to announce a $100 billion chipmaking investment in the U.S.

Nvidia buys $5B in Intel(tomshardware.com)

935 points by stycznik 1 year ago | 569 comments

Tom's Hardware report on Nvidia buying $5 billion in Intel stock and the two jointly developing x86 RTX SoCs for PCs and custom data center x86 CPUs.

EU tells Apple to open everything up to its rivals(appleinsider.com)

481 points by mmastrac 3 years ago | 1023 comments

AppleInsider news article reporting that the EU is requiring Apple to open its platforms and features to rival companies.