大行评级｜美银：维持英伟达“买入”评级并续列为首选股 对其与Groq交易长远看法正面

Core Viewpoint - Bank of America Securities reports that NVIDIA and startup Groq have reached a non-exclusive licensing agreement for AI inference technology, with a potential market value estimated at up to $20 billion [1] Group 1: Transaction Details - The management team of Groq will join NVIDIA, which is unexpected given Groq's focus on developing Language Processing Units (LPU), contrasting with NVIDIA's reputation for designing and selling Graphics Processing Units (GPU) [1] Group 2: Market Implications - The transaction indicates that NVIDIA recognizes the need for specialized chips for inference, despite GPUs dominating AI training [1] - The introduction of different hardware could complicate NVIDIA's future GPU and LPU product roadmap and pricing, but it may also provide customers with more options to address market competition [1] Group 3: Analyst Rating - Bank of America maintains a "Buy" rating on NVIDIA, viewing the transaction positively in the long term and continues to list it as a preferred stock with a target price of $275 [1]