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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Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

Sherry Qin / Wall Street Journal : Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903...