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 takes $5B stake in Intel under September agreement(reuters.com)

189 points by taubek 10 months ago | 72 comments

Pat Gelsinger was wrong for Intel(bcantrill.dtrace.org)

371 points by hasheddan 1 year ago | 237 comments

Bryan Cantrill's blog post arguing that Pat Gelsinger was the wrong CEO for Intel, drawing on Oxide's experience choosing a host CPU.

Nvidia discloses $21B stake in SpaceX at end of second quarter(cnbc.com)

16 points by johnbarron 2 months ago | 6 comments

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

53 points by ingve 3 years ago | 44 comments

Nvidia on the Mountaintop(stratechery.com)

86 points by todsacerdoti 3 years ago | 48 comments

The impact of competition and DeepSeek on Nvidia(youtubetranscriptoptimizer.com)

596 points by eigenvalue 1 year ago | 419 comments

Jeffrey Emanuel's long blog essay arguing the short case for Nvidia stock, citing competition from custom chips and efficiency gains like DeepSeek.

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.

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 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.

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.