Behind Nvidia's Groq deal
Also: What Manus means for Meta, and this week's episode of ACCESS.
Happy New Year’s Eve. My final issue of the year has new details on Nvidia’s $20 billion Groq deal, plus thoughts on Meta’s acquisition of Manus. I’ll be kicking off 2026 at CES in Las Vegas next week. Ping me if you’ll be there too and want to catch up.
Nvidia’s reverse acquihire of chipmaker Groq for $20 billion on Christmas Eve was a huge surprise, and rightfully so given how the blockbuster deal unfolded. A well-placed source told me the entire process took less than two weeks from start to finish and involved no other bidders.
