Overview
- Groq announced a technology licensing deal with Nvidia and said CEO Jonathan Ross and several executives will join Nvidia to help scale the design, while Groq remains independent under a new chief executive.
- Financial terms were not disclosed by the companies, though CNBC reported an unconfirmed figure of $20 billion.
- Benzinga reported that Jensen Huang pressed TSMC in November for more advanced AI chip capacity, with TSMC now expanding 2 nm and 1.4 nm lines, boosting CoWoS advanced packaging, and advancing its Arizona fabs.
- Industry commentary cited by IT Home points to expectations for TSMC’s 2026 capital expenditure of roughly $48–50 billion as it works to ease AI accelerator bottlenecks tied to HBM integration.
- OpenAI employees are prototyping sponsored placements in ChatGPT responses to purchase-intent queries, including clearly labeled sidebar formats, with internal guidance to keep advertising restrained to preserve user trust.