Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-07-30 07:09Group 1 - Groq is negotiating a new round of financing amounting to $600 million, with a valuation close to $6 billion, which would double its valuation from $2.8 billion in August 2024 if successful [1] - The current financing round is led by Disruptive, based in Austin, with participation from various institutions including BlackRock, Neuberger Berman, TypeOne Ventures, Cisco, KDDI, and Samsung Catalyst Fund [1] - Groq has raised approximately $1 billion in total funding prior to this round, indicating strong investor interest in the AI chip sector [1] Group 2 - Groq's chips, known as Language Processing Units (LPU), are specifically designed for inference rather than training, targeting real-time data interpretation [2] - The AI inference chip market is competitive, with several startups including SambaNova, Ampere, Cerebras, and Fractile also vying for market share [2] - Groq's CEO Jonathan Ross highlighted the company's differentiation strategy, noting that Groq's LPU does not use expensive high-bandwidth memory components, unlike Nvidia's chips [2]