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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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US DOJ probes Nvidia's licensing deal with AI startup Groq, NYT reports
Reuters16d agobearish
US DOJ probes Nvidia's licensing deal with AI startup Groq, NYT reports

‌Justice Department ‌is investigating whether ​Nvidia tried to skirt antitrust scrutiny of ‌the ⁠chipmaker's licensing deal last ⁠year with AI ​chip ​startup ​Groq, The ‌New York Times reported on Wednesday, citing two people ‌familiar with ​the ​matter. ​could ‌not immediately verify ​the ​report.

Marvell Or NVIDIA: Which One Costs Less Per Dollar Of Profit?
Trefis16d agoneutral
Marvell Or NVIDIA: Which One Costs Less Per Dollar Of Profit?

If you own Marvell Technology (MRVL) or NVIDIA, you own one idea: the world is building AI data centers as fast as the supply chain allows. NVIDIA sells the whole factory and rents its architecture to everybody. Marvell designs the custom parts hyperscalers use to build alternatives to NVIDIA's chips. Same trend, opposite ends, which is why these two belong side by side.