英伟达CEO称Groq“毫无立足之地”

Core Insights - Nvidia's CEO Jensen Huang explained the rationale behind the $20 billion acquisition of Groq's core team and technology, aiming to expand into AI endpoint devices and future service areas that current high-performance chips cannot cover [2][12] - The acquisition is expected to enable Nvidia to develop ultra-low latency chips for AI-integrated devices like smart glasses, which require near-instantaneous response times [2][12] - Huang refuted claims from competitors and analysts that the acquisition was a defensive move against Groq, stating that Groq's management recognized their lack of market viability and willingly joined Nvidia [3][14] Company Developments - Nvidia's next-generation AI server chip system, Vera Rubin, was showcased, promising significant upgrades over the current Grace Blackwell chip system, with shipments expected later this year [14] - Huang emphasized Nvidia's unique advantage in AI development, as developers tailor AI models around Nvidia's processors, creating a positive feedback loop [4][14] - Huang challenged competitors like Google's TPU to submit their hardware for rigorous benchmarking tests, highlighting that many choose not to disclose their results [4][15] Market Dynamics - Groq's recent revenue growth does not pose a substantial threat to Nvidia, as Huang indicated that Groq's management concluded they had no viable future independently [3][14] - The acquisition amount is less than 0.5% of Nvidia's market value, but it represents a life-changing sum for Groq's management and investors [14] - Nvidia's current chip products are insufficient for providing continuous AI services to users of emerging AI-integrated devices [2][12]