Saturday, January 3, 2026

The Groq deal shows the challenges Nvidia faces as options to deploy its cash flood narrow; its annual free cash flow has risen from $4.2B in 2020 to $80B+ now (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal:
The Groq deal shows the challenges Nvidia faces as options to deploy its cash flood narrow; its annual free cash flow has risen from $4.2B in 2020 to $80B+ now  —  Blowout AI spending fills chip maker's coffers, but Groq deal shows that company needs to think creatively



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Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids (Politico)

Politico : Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data cent...