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 […]