Nvidia CEO Says Groq Didn’t Have a ‘Nook and Cranny to Fit Into’

Before we get to today‘s column, you should check out our scoop this morning that the Chinese government has asked local companies to hold off ordering Nvidia’s H200 chips. It‘s the latest move in the geopolitical chess match that governs Nvidia’s China business.

Meanwhile, Nvidia CEO Jensen Huang has finally given investors a partial explanation for his company’s $20 billion Christmas Eve shocker deal to hire the team behind AI server chip designer Groq and license its tech.