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
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025
chipmaker strengthens AI ecosystem with ZT Systems' expertise in server design Josh Norem / ExtremeTech : AMD Acquires AI Infrastructure Company ZT Systems for $4.9 Billion Diana Goovaerts / Fierce Ne...
Cisco plans to acquire cybersecurity company Splunk in cash for $157 per share, a 31% premium on Splunk's September 20 closing price, in a deal valued at ~$28B
https://www.reuters.com/... Chris Merkel / @chrismerkel@infosec.exchange : Scoop: Anonymous has hacked the neuralinks of the leadership teams at Splunk and Cisco. While I can't identify the specific ...
Sources: Amazon Web Services is considering selling its own networking switches to business customers, challenging companies like Cisco, Juniper, and Arista
For Now Jeremy C. Owens / MarketWatch : Cisco and other networking stocks plunge amid Amazon competition fears Mitch Wagner / Light Reading : Will Amazon White Box Switches Take On Cisco, Juniper & Ar...
Cisco says it will repatriate $67B to the US this quarter after new tax law, expects to spend much of it on share buybacks and dividends
Austen Hufford / Wall Street Journal : Tweets: @patrickmoorhead and @douglasblackmon Tweets: Patrick Moorhead / @patrickmoorhead : Would be great to see @cisco invest some of that $67B into some M&A ...