#Nvidia

Nvidia has struck a licensing deal with AI chip rival Groq, hiring its founder. CNBC reports a $20 billion asset acquisition, which Nvidia denies.

Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.

Fujitsu and Nvidia announced on December 25, 2025, a new multi-agent AI platform designed to power industrial robots. The move is a key part of Japan's 'physical AI' strategy.

As the AI industry's data center spending tops $61 billion, former Facebook exec Chris Kelly says the next race is for efficiency. The companies that solve AI's power and cost problem will emerge as the next winners.

Nvidia aims to start shipping its H200 AI chips to China by mid-February 2026, according to Reuters. The plan, however, is entirely contingent on securing approval from the Beijing government.

Senior Democrats Elizabeth Warren and Gregory Meeks are demanding the Commerce Department disclose details on Nvidia H200 AI chip export licenses to China, challenging President Trump's recent policy reversal over national security concerns.

The AI data center boom is fueled by Nvidia chips and debt. Now, the GPUs themselves are being used as loan collateral, creating a precarious financial feedback loop and systemic risk.

SoftBank Group is reportedly planning a $100 billion AI chip venture, codenamed Izanagi, to compete with Nvidia. The project aims to build a new semiconductor giant, leveraging Arm.

Nittobo, a critical Japanese supplier of glass fabric for Nvidia's AI chips, says it won't expand production at the same pace as the market. A look into its high-stakes premium niche strategy.

Nvidia's AI rally and Nike's consumer warning signal a two-speed market. Discover why this divergence is the key trend for investors to watch.

In a stunning move, China is limiting access to Nvidia's H200 chips. Our analysis reveals why this is a high-stakes play for tech sovereignty over AI's future.

Nvidia and Dell's 'AI Factory' deal is more than a partnership. It marks the shift of the AI gold rush from the cloud to the enterprise. A critical analysis.