The KREO Journal · filed under
Nvidia
Every piece carrying the Nvidia tag, newest first.
3 articles · all articles
Analysis · Power & Policy
The Chips Nobody Banned
Chinese technology companies have bought more than a million Nvidia chips this year that America's export controls do not block. The ban drew a line; the orders moved underneath.
Analysis · The Industry
The $7 Billion Exit
The Wall Street Journal reports Amazon in talks to pay about $7 billion for Decart, a hundred-person company whose software makes AI models cheap to move between chips. The deal says the race is no longer about the model. It is about the exit.
Analysis · Power & Policy
When Your Supplier Becomes Your Banker
SpaceX is borrowing about $40bn to buy chips from Nvidia, which owns a stake in SpaceX and helps finance its customers. The same silicon is now the collateral, the revenue and the equity.
