NPU，异军突起

Group 1 - The core viewpoint of the article highlights the rise of NPU-based companies in the semiconductor industry, particularly in the AI sector, as they secure significant deals with industry leader NVIDIA, indicating a shift in market dynamics [1] - The global AI fabless market is evolving through technological competition and mergers, with key players including Groq, SambaNova Systems, Cerebras, Tenstorrent, and Korean companies Rebellions and FuriosaAI [1] - NVIDIA's acquisition of Groq's core technology rights for $20 billion (approximately 29 trillion KRW) is noted as the largest deal in NVIDIA's history, significantly boosting Groq's valuation to around $7 billion, nearly tripling its worth [1] Group 2 - Cerebras has signed a $10 billion (approximately 14 trillion KRW) computing power supply contract with OpenAI and is in talks to raise $1 billion in new investments [2] - The NPU industry is expanding its business scope from chip supply to server and data center infrastructure, with a focus on the Middle East's demand for "autonomous AI" to reduce reliance on US and Chinese technology [2] - Rebellions is targeting the Saudi data center market with its REBEL-Quad product, which is said to perform comparably to NVIDIA's flagship GPU [2] Group 3 - Rebellions' CEO expressed concerns about the competitive landscape, noting that countries like the US and China are building AI infrastructure using non-NVIDIA products for supply chain diversification [3] - The CEO highlighted that Saudi Arabia purchased Groq chips worth 750 billion KRW last year, while the UAE bought Cerebras chips worth 1.5 trillion KRW, contrasting with Rebellions' government revenue of only 7 billion KRW [3] - Rebellions plans to begin mass production of REBEL-Quad in the first half of the year, while FuriosaAI aims to supply up to 20,000 RNGD units by the end of the year [3]