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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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...