NVIDIA’s Christmas Spending Spree / The Tech Poutine, December 26th 2025 – nvidia

In this episode, Ian and George discuss NVIDIA’s $20 billion deal with Groq, analyzing its unusual structure, motivations, and implications for industry consolidation, while also reviewing NVIDIA’s upcoming Olympus CPU core and its technical choices. They wrap up with thoughts on the risks of vendor lock-in, upcoming CES announcements from major chipmakers, and some lighthearted […]

Acquisitions and Stuff – The Tech Poutine, December 10th 2025 – nvidia

In this episode of The Tech Poutine, hosts Ian and George discuss a wide range of recent developments in the semiconductor and memory industries, starting with Micron’s announcement that it will stop selling products under its Crucial consumer brand by February 2026. They clarify that this does not mean Micron is exiting the consumer memory […]