AI is driving demand and higher prices for DRAM and NAND into 2026. Products using non-volatile memories to replace NOR and ...
Solution delivers secure boot, power management and system control for complex computingCHANDLER, Ariz., Jan. 08, 2026 (GLOBE ...
As the sector transitions from the “build” stage to the “deploy” stage, Nvidia is starting to mitigate its risks against the ...
The Taiwan Capitalization Weighted Stock Index (TAIEX) fell 103.76 points to close at 28,707.13. Turnover totaled NT$458.9 ...
One prominent theory about Nvidia’s motives is that Groq’s LPUs use static random access memory (SRAM), which is orders of ...
Microchip Technology (Nasdaq: MCHP) has announced the release of custom-designed firmware for its MEC1723 Embedded Controller (EC), specifically tailored ...
Cerebras had originally planned to jump into the stock market last year, having filed for an IPO in September 2024. However, it later postponed its listing, before ultimately abandoning it in October, ...
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Why Gavin Baker thinks Nvidia’s Groq deal is bad news for many AI chip firms
Gavin Baker said Nvidia’s Groq licensing deal raises competitive pressure on standalone AI ASIC developers. Baker said inference is splitting into prefill and decode, with Nvidia using Rubin CPX, ...
Before we get to today’s column, we need to explain something about last week’s big news: Nvidia’s agreement to pay an ...
Stocktwits on MSN
Does Nvidia’s Groq licensing mega-deal expose a quiet weak spot in its AI chip empire?
The Groq deal underscores Nvidia’s push to strengthen its position in AI inference, a faster-growing, more recurring-revenue segment than model training. ・Licensing Groq’s LPU technology and hiring ...
People are diverting to analog hobbies to spend their time off of their screens. Hobbies like playing card games, reading, ...
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
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