斥资超9亿美元！英伟达(NVDA.US)“买人”又“买技术”

Core Insights - Nvidia has invested over $900 million to acquire Enfabrica's CEO Rochan Sankar and other employees, along with obtaining technology licensing from the startup [1] - The transaction was completed last week and involved a combination of cash and stock payments [1] - Enfabrica's technology enables the interconnection of over 100,000 GPUs, allowing for efficient collaboration of GPU clusters [1] Group 1 - Enfabrica was founded in 2019 and has previously raised $125 million in a Series B funding round led by Atreides Management, in which Nvidia also participated [1] - Enfabrica's valuation increased fivefold from its Series A funding round to its Series B round, although specific figures were not disclosed [1] - In late 2022, Enfabrica completed another funding round of $115 million, with a valuation of approximately $600 million post-funding [2] Group 2 - The strategy of "poaching key talent and acquiring technology licenses" is common in the tech industry, with companies like Meta and Google employing similar tactics [2] - In June, Meta invested $14.3 billion in AI company Scale, acquiring a 49% stake and bringing its CEO Alexandr Wang on board [2] - Google also executed a similar transaction in July, acquiring Windsurf's CEO Varun Mohan and several R&D personnel for $2.4 billion [2][3] Group 3 - Nvidia and Intel announced a significant collaboration to jointly develop PC and data center chips, with Nvidia planning to invest $5 billion in Intel [3] - Other tech giants like Microsoft and Amazon have also engaged in similar "talent and technology" acquisition strategies targeting AI companies [3]