AI at TechInsights: Dec 2025 Review

December AI highlights include NVIDIA’s $20B Groq deal, Intel partnership, Micron HBM surge, and deep dives on MI350X and Jetson T5000.

NVIDIA acquired major assets from AI‑chip startup Groq for $20 billion, marking the company’s largest deal ever. Meanwhile, Intel and NVIDIA finalized a historic $5 billion investment deal to co-develop custom x86 CPUs for AI. The month also underscored the importance of memory in the AI world, when Micron announced that its capacity for HBM in 2026 was already sold out. At TechInsights, we analyzed the implications of HBM for the edge and automotive market and gave recommendations to executives on what they should watch out for. We analyzed AI penetration in connected TVs and implications of N+3 technology for AI chips. Our teardown reports focused on MI350X servers and Jetson T5000. Here are the highlights of the AI coverage at TechInsights in December 2025.