《金融时报》指出，此次交易背景是英伟达面临客户"去依赖" 压力，亚马逊、谷歌等大客户纷纷布局 自有AI芯片，或转向TPU等替代方案。为稳固市场地位，英伟达今年动作频频，不仅向OpenAI承诺高 达1000亿美元投资，此次又通过技术授权吸纳Groq核心技术与人才，双线强化AI产业链布局。（旺 旺） 外媒报道称，Groq成立于2016年，由前谷歌TPU芯片项目核心成员乔纳森・罗斯创立，专注于AI推理芯 片研发，其产品能效据称是英伟达、AMD同类GPU的10倍，今年9月估值曾达69亿美元。根据协议，英 伟达将整合Groq的低延迟处理器至自身"AI工厂"架构，以拓展AI推理和实时工作负载的服务范围，而 Groq将保持独立运营。 值得关注的是，此次合作采用非独家授权模式。近年来科技行业反垄断审查趋严，微软、谷歌等巨头均 通过类似模式吸纳初创企业talent与资产，伯恩斯坦分析师指出，该模式或为规避反垄断风险的折中方 案。 来源：环球网 【环球网科技综合报道】据《金融时报》12月25日报道，英伟达日前宣布与AI初创企业Groq达成技术 授权协议，后者创始人乔纳森・罗斯、总裁桑尼・马达等核心人才将加入英伟达，此举被业内视为 ...

Core Viewpoint - Groq, an AI chip startup, has entered into a non-exclusive licensing agreement with NVIDIA for its inference technology, allowing Groq to operate independently while benefiting from NVIDIA's resources and expertise [3][8]. Group 1: Agreement Details - The agreement includes key personnel from Groq, such as founder Jonathan Ross and president Sunny Madra, joining NVIDIA to enhance the licensed technology [3][8]. - Groq will continue its operations as an independent company, with Simon Edwards taking over as CEO, and its cloud services will remain unaffected by this partnership [3][8]. Group 2: Technology and Performance - Groq's LPU inference chip is specifically optimized for AI inference scenarios, achieving inference speeds 5 to 18 times faster than NVIDIA's H100 GPU, with a first token response time of just 0.2 seconds [4][9]. - The LPU design addresses traditional GPU limitations, such as high latency and memory constraints, while also reducing computational costs [4][9]. Group 3: Financial and Market Implications - Groq recently completed a funding round of $750 million in September, resulting in a post-money valuation of $6.9 billion, with total funding exceeding $3 billion [10]. - Although NVIDIA did not acquire Groq, the partnership allows Groq to gain significant licensing revenue while maintaining operational independence, leveraging NVIDIA's market presence to expand its business [10]. - NVIDIA's stock closed at $188.61 on December 24, with a slight after-hours decline of 0.32%, reflecting a rational market response to the strategic adjustment, while the stock has seen a year-to-date increase of over 35% [10]. Group 4: Industry Context - The global AI industry is transitioning from model training to large-scale inference deployment, making low-latency and high-efficiency inference capabilities essential [5][11]. - The collaboration between NVIDIA and Groq exemplifies a new model of "technology licensing and talent integration," providing a framework for cooperation between tech giants and emerging startups [5][11].

英伟达周三在硅谷引发震动，公司同意支付约200亿美元获得初创公司Groq的技术授权，并聘用其核心 团队。 这一巨额交易不仅意在通过获取Groq的专用技术来巩固英伟达在人工智能推理计算领域的统治地位， 同时也采取了特殊的交易结构，以此规避日益严格的反垄断审查。 据一位参与交易的人士透露，这笔交易的具体形式为非独家技术授权，英伟达将同时聘用Groq的创始 人及高管。尽管交易细节尚未完全公开，但这笔约200亿美元的资金规模，已达到Groq数月前融资时69 亿美元估值的约三倍。通过这一举措，英伟达旨在获得更具成本效益且速度更快的芯片设计能力，以应 对日益增长的AI应用运行需求。 本次交易并非传统的全资收购。Groq创始人Jonathan Ross、总裁Sunny Madra及其他员工将加入英伟 达，以"推进和扩展"获授权的技术。与此同时，Groq原有的云业务将保留在公司内部，由9月加入的首 席财务官Simon Edwards出任新CEO，继续运营。 这种非独家许可交易的结构，是近期科技巨头规避监管审查的常用手段。 英伟达CEO黄仁勋在发给员工的内部邮件中明确了此次交易的战略意图。他表示，计划将Groq的低延 迟处理器 ...

圣诞前夕，英伟达也没闲着。 一大早，CNBC独家爆料称，英伟达斥资史上最大200亿美金，一举收购了AI芯片初创Groq。 然而，实际上这并非是一场「收购」。 Groq官方发文做出回应：英伟达与Groq达成了一项推理技术授权协议。 与此同时，Groq创始人&CEO Jonathan Ross（谷歌TPU之父）、总裁Sunny Madra等工程团队一并加入英伟达。 这家Groq初创公司，未来还将独立运营，任命新的CEO。 这种合作方式，已经在业内成为「基操」，比如Meta与Scale AI、谷歌与Windsurf、微软与InfectionAI.... 不是收购，是「技术授权」 Groq在官网声明中强调，英伟达达成了「非独占性」技术授权协议（non-exclusive licensing）。 这意味着，英伟达将获得Groq核心推理技术使用权。未来，他们还计划将其低延迟芯片整合进产品体系中。 另外，Groq仍将独立运营，其云业务（GroqCloud）不受影响，新任CEO将由原财务主管Simon Edwards担任。 截至目前，这笔交易未披露具体细节。 仅有CNBC最初爆料称，将会达200亿美金级别，堪称英伟达史上最大 ...

英伟达史上最大的一笔「收购」，正式落地。 就在刚刚，英伟达已经和 AI 芯片初创公司 Groq 达成了一笔重磅交易，涉及金额高达 200 亿美元（折合人民币 1405 亿元）。 根据 Groq 官方声明，这次交易的核心内容是英伟达获得了 Groq 推理技术的授权，Groq 创始人兼 CEO Jonathan Ross、总裁 Sunny Madra 以及其他高管将 加入英伟达，协助推动授权技术的落地。 与此同时，Groq 还将继续作为「独立公司」运营，新 CEO 由现任 CFO Simon Edwards 担任。 听起来像是技术合作加人才引进，但 Groq 的投资方、Disruptive 公司 CEO Alex Davis 却向外媒 CNBC 表示，英伟达获得了 Groq 的全部资产，只是初具 规模的 GroqCloud 云业务不包括在交易中。 所以这到底算收购还是授权？ 答案可能是：英伟达花 200 亿美元把 Groq 的核心技术、专利和关键人才都拿走了，但留了个空壳公司继续运营云业务。 要理解英伟达为啥愿意砸这么多钱，得先搞清楚 Groq 到底是个什么来头。 Groq 成立于 2016 年，创始人 Jona ...

Core Insights - Groq, an AI chip startup, has entered into a non-exclusive licensing agreement with NVIDIA for its inference technology, with key team members joining NVIDIA to enhance the licensed technology [1][4] - Groq will continue to operate independently, with Simon Edwards taking over as CEO, and its cloud services will remain unaffected by this partnership [1][4] - NVIDIA initially considered acquiring Groq for approximately $20 billion, but clarified that it is only a licensing agreement, not a full acquisition [1][4] Company Overview - Groq was founded in 2016 by Jonathan Ross, a core developer of Google TPU, and its proprietary LPU inference chip is central to the collaboration [1][4] - The LPU chip is specifically optimized for AI inference, achieving ultra-low latency and high energy efficiency, with inference speeds 5 to 18 times faster than NVIDIA's H100 GPU [2][5] Financial Context - Groq recently completed a $750 million funding round in September, resulting in a post-money valuation of $6.9 billion and total funding exceeding $3 billion [3][5] - Despite not being fully acquired by NVIDIA, Groq stands to gain significant licensing revenue while maintaining operational independence and leveraging NVIDIA's endorsement for business expansion [3][5] Strategic Implications - For NVIDIA, the non-exclusive licensing and talent acquisition strategy allows it to quickly address its AI inference shortcomings and strengthen its competitive position against Google TPU and Microsoft Azure Maia [3][5] - The partnership reflects a broader trend in the AI industry, transitioning from model training to large-scale inference, highlighting the demand for low-latency and high-efficiency computing power [3][5]

12月25日，日经225指数开盘上涨0.16%，报50422.81点；美股三大指数连涨第五日，道指和标普再创收盘新高；美国12月20日当周首次申请失业救济人数降 至21.4万人，预期和前值为22.4万人；美国财政部长贝森特支持在通胀率稳步回落至2%之后，重新审视美联储的这一通胀目标；英伟达与AI芯片初创公司 Groq达成非独家推理技术授权协议，计划整合其产品至未来体系。 (国际宏观) 美国12月20日当周首次申 1.4万人 日本计划将下一财年超长 约17万亿日元 【企业资讯】 英伟达与AI芯片初创公司 技术授权协议 【市场回顾】 12月25日，日经225指数开盘上涨0.16%，报50422.81点；韩国股市休市。 美东时间12月24日，美股三大指数连涨第五日，道指和标普再创收盘新高。截至收盘，道琼斯指数涨0.6%，报48731.16点，刷新了12月11日录得的收盘纪 录；标普500指数涨0.32%，报6932.05点，连续第二日创收盘新高，此外还创下了6937.32点的盘中新高纪录；纳斯达克综合指数涨0.22%，报23613.31点。 美股存储概念股普涨，美光科技收涨3.77%，年内涨幅超过241%；Sand ...

Core Viewpoint - Groq has entered a non-exclusive licensing agreement with Nvidia for its inference technology, aiming to enhance high-performance AI inference globally, with the deal valued at $20.6 billion in cash [1][4]. Group 1: Agreement Details - The licensing agreement focuses on expanding access to high-performance, low-cost inference capabilities, with key Groq executives joining Nvidia to advance the technology [2][6]. - Groq will remain an independent company, with Simon Edwards appointed as the new CEO, while GroqCloud services will continue to operate without disruption [3][6]. Group 2: Financial Context - The deal follows Groq's recent funding rounds, including a $750 million raise earlier this year, which significantly increased the company's valuation amid the AI boom [5]. - Groq has received over $500 million in investments since its founding in 2016, indicating strong investor confidence [4][6]. Group 3: Strategic Implications - The collaboration combines Groq's specialized inference speed with Nvidia's extensive ecosystem, positioning both companies to leverage their strengths in the AI hardware market [5][6]. - The agreement reflects a mutual focus on expanding access to efficient inference solutions, highlighting the growing demand in the AI sector [6].

英伟达以约200亿美元收购AI芯片初创公司Groq的资产，创下有史以来最大交易额纪录 中国基金报记者 郭玟君 美股五连涨，其中，道指、标普500指数创收盘新高。大型科技股、中概股涨跌不一。英伟达以约200亿美元收购AI芯片初创公司Groq的资产，创下有史 以来最大交易额纪录。 美股五连涨 美股五连涨，道指涨0.6%报48731.16点，标普500指数涨0.32%报6932.05点，纳指涨0.22%报23613.31点，其中，道指、标普500指数创收盘新高。 W 叠加 道琼斯工业平均(DJI) 12-24 13:20:01 | 48731.16 昨收 48442.41 成交额 0.000 | | | | | --- | --- | --- | --- | | +288.75 +0.60% 今开 48424.71 成交量 | | | 0 | | 上涨 = = | 28 平盘 | 1 下跌 | 1 | | 最高价 48771.32 市盈率 30.82 近20日 3.44% | | | | | 最低价 48386.59 市净率 | | | | सेने 五日 周K 月K 更多 均价: -- 0.68% 48771.3 ...

【导读】英伟达以约200亿美元收购AI芯片初创公司Groq的资产，创下有史以来最大交易额纪录 大家早上好！昨夜今晨，又有很多大事发生。 大型科技股涨跌不一，美国科技七巨头指数上涨0.11%。 苹果涨0.53%，脸书涨0.39%，微软涨0.24%，领涨美国科技"七巨头"。 | 名称 | 代码 | | 现价 涨跌 涨跌幅▼ | 年初至今 时间 | | --- | --- | --- | --- | --- | | 苹果(APPLE) | | AAPL 1 273.810 | 1.450 0.53% | 9.83% 15:59 | | 脸书(META PLATFORMS) | META 2 | 667.550 | 2.610 0.39% | 14.37% 15:59 | | 微软(MICROSOFT) | | MSFT 3 488.020 | 1.170 0.24% | 16.64% 15:59 | | 亚马逊(AMAZON) | AMZN 4 | 232.380 | 0.240 0.10% | 5.92% 16:00 | | 谷歌(ALPHABET)-C | GOOG 5 | 315.670 | -0.010 0 ...