Tagged mergers and acquisitions · show all articles
Groq built its entire business on the argument that GPUs are the wrong architecture for AI inference. Nvidia's reported move into Groq's technology is either the smartest hedge in the industry or a quiet admission the argument was right.
Celestial AI's acquisition by Marvell was one of the largest deals in the photonic-interconnect wave. This briefing looks at what the technology actually does, and why it was worth that price to a company already established in custom silicon.
Designing a chip's circuits and predicting how it will physically behave — heat, stress, electromagnetic interference — were historically separate disciplines, separate software, separate companies. Synopsys just spent $35 billion to make them one.
AMD's absorption of inference-chip startup Untether didn't make headlines the way a multi-gigawatt hyperscaler deal does. It may say more about where AMD thinks the accelerator market is actually headed.