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Nvidia is reportedly being investigated by the DOJ over its biggest ever deal, a $20 billion non-exclusive agreement…
The Department of Justice is reportedly investigating Nvidia's $20 billion non-exclusive agreement with AI chip company Groq for potential antitrust scrutiny. The deal, which grants Nvidia non-exclusive rights to Groq's low-latency inference AI chips, is being examined to see if it was structured to bypass standard government reviews. If found at fault, Nvidia could face fines, though the investigation is ongoing and no specific findings have been made.
It looks like Nvidia's AI inference GPU won't see the light of day this year, which could actually be good…
Nvidia's dedicated AI inference GPU, Rubin CPX, is reportedly cancelled or significantly delayed, with no PCB or GDDR7 orders indicating a halt in production. This development, potentially linked to a licensing deal with Groq, could positively impact the pricing of Nvidia's GeForce RTX 50-series graphics cards by alleviating VRAM supply constraints.
