Techmeme
December 25, 2025, 7:30 AM

Top News

Ian King / Bloomberg:
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently  —  Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …
David Faber / CNBC:
Disruptive CEO Alex Davis says Nvidia has agreed to buy assets from Groq for $20B in cash; leaked email: Jensen Huang says Nvidia is not acquiring Groq  —  Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash …
The Information:
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global  —  Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
Takehiro Hasegawa / Nikkei Asia:
A teardown of Huawei's Mate 70 Pro and Pura 80 Pro shows 57% of components were made in China; similarly priced Huawei phones in 2023 had 32% Chinese components  —  TOKYO — China's Huawei Technologies has raised the ratio of domestic components in its new smartphones to nearly 60% by value …
The Information:
Sources: OpenAI staff discussed prioritizing sponsored content in ChatGPT when users ask relevant queries and created mockups with ads in sidebars or as pop-ups  —  OpenAI executives have kept a tight lid on how the company could show advertisements to users of its popular ChatGPT chatbot …
Theodore Schleifer / New York Times:
How Larry Ellison is helping his son David build a media empire, including making the case to Trump for why Paramount, not Netflix, should acquire WBD  —  When David Ellison became a teenager, his father, Larry, bought him a gift not usually bestowed on a 13th birthday: his own Katana stunt plane.
Elvira Pollina / Reuters:
Italy's antitrust authority orders Meta to suspend contractual terms that bar rival AI chatbots from WhatsApp; Meta calls the decision “fundamentally flawed”  —  Italy's antitrust authority (AGCM) on Wednesday ordered Meta Platforms (META.O) to suspend contractual terms …
Lorne Cook / Associated Press:
The EU warns of possible action after the US imposes travel bans on five Europeans, saying it will defend its “regulatory autonomy against unjustified measures”  —  The European Union's executive on Wednesday warned that it would take action against any “unjustified measures” …
Adam Satariano / New York Times:
Reuters:
How CEO Lip-Bu Tan gave Intel a lifeline after meeting with Trump in August; sources say Nvidia tested Intel's 18A to make chips but stopped moving forward  —  It was a Thursday before dawn in Silicon Valley when Intel CEO Lip-Bu Tan found himself under attack by the president of the United States.

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Earlier Picks

New York Times:
Stu Woo / Wall Street Journal:
Ari Levy / CNBC: