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Applied AI·September 10, 2026·1 min read

The Justice Department is investigating whether Nvidia structured its Groq deal to avoid antitrust review

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Regulators probing whether Nvidia’s Groq licensing deal skirted antitrust review shows AI chip dominance is now a live competition-policy target. If you’re building on a single GPU vendor, expect more scrutiny, slower deals, and potentially new constraints on exclusive arrangements over the next cycle.

Applied AI

Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs

Chinese AI chipmakers lifting prices 20–50% on current and next-gen parts because of HBM shortages shows memory, not just compute, is now a primary choke point. If you’re designing or buying accelerators, optimize architectures for memory efficiency and diversify HBM supply assumptions—or your AI cost curves will surprise you.