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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How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed before US restrictions forced new ownership and a pivot (Ryan Gallagher/Bloomberg)

Ryan Gallagher / Bloomberg : How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed bef...