CHIP (USD.AI Protocol) — Project Update

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Biggest Stories of 2025

• Nvidia's "Aqui-Hire" of Groq. Nvidia completed the acquisition of Groq, eliminating a significant potential competitor in the AI chip sector and marking its strategic entry into the non-GPU AI inference chip space 3. This is relevant to USD.AI because the protocol finances GPU-backed AI infrastructure, and consolidation in the AI chip market affects the competitive landscape for the hardware underlying its loans. (December 28, 2025)
• PYUSD Integration and Incentive Program. PayPal and Permian Labs partnered to integrate PYUSD into USD.AI's AI infrastructure financing, with a customer incentive program offering 4.5% yield on up to $1 billion in deposits 1. This established a major distribution and settlement partnership for the protocol. (December 18, 2025)
• Nvidia Stock Falls on Google/Meta AI Chip Deal Reports. Nvidia stock dropped following reports that Google and Meta were in talks for a multibillion-dollar AI chip deal, signaling increased competition in the AI hardware space 4. This is relevant to USD.AI given its exposure to GPU-backed lending and the broader AI hardware market. (November 25, 2025)