Nvidia has just signed a $20 billion deal to license technology from GROC, a TPU company.

There's a lot of things going on here.

Basically, people are saying this is Nvidia admitting that there's no way their GPUs

could keep up with TPUs.

There's a lot of incredible things going on with the deal.

Some people saying this is 3x, the valuation of the company that they're paying. The other thing is that NIMBIDIA has made it very clear. They're not acquiring the company. There's a whole bunch of crazy drama behind the scenes in this absolutely colossal deal. We're going to break them all down on the podcast today. Of course, as always, Merry Christmas to everyone listening. Before we get into the podcast, I want to tell you about today's sponsors, which is Delve.

If compliance is something that is slowing down your deals, I think Delve is an incredible

company.

They're great for SOC2, HIPAA and GPR.

Specifically, Delve uses AI agents to automate compliance end to end.

So they're going to collect evidence.

They're going to fill out security questionnaires and they're going to customize controls

to your actual business.

So you can get compliant in days, not months, all using their AI agents.

You also get a one-on-one Slack support from real security experts who respond very quickly.

And there's over a thousand fast growing companies that

currently trusts delve to close deals faster and stay compliant as they scale. So if you're

interested in checking out Delve, you can book a demo at Delve.com and I will also leave a link in

the description to Delve. All right, let's talk about this deal with GROC. So the first thing I'll say

is that this is a non-exclusive licensing

agreement, meaning GROC can do similar deals with other players theoretically. As part of this,

invidia, though, is also going to hire the founder of GROC, Jonathan Ross. In addition to that,

...