Groq CEO罗斯与黄仁勋 凤凰网科技讯北京时间12月30日，英伟达已经收购了AI芯片创业公司Groq的主要资产，只不过以"授权 协议"的名义来规避反垄断审查。《华尔街日报》周一披露了这笔交易的更多细节。 据知情人士透露，英伟达将支付200亿美元与Groq达成一项非排他性授权协议，其中约130亿美元已汇 至该创业公司，其余款项将于未来几个月内支付。有知情人士表示，交易总金额包含跳槽英伟达的 Groq员工股权激励方案。 知情人士称，此前曾在谷歌工作并协助开发TPU芯片的Groq创始人罗斯，已获得价值至少数亿美元的英 伟达股权激励。罗斯持有Groq约10%的股份，按照英伟达交易的名义价值计算，这部分股权价值20亿美 元。 作为协议的一部分，罗斯、Groq总裁桑尼.马德拉(Sunny Madra)和其他高管将加入英伟达，协助推进并 发展该授权技术。 其他有望获得可观回报的投资者还包括Groq最大外部投资者、风投机构Disruptive(该公司在最近一轮融 资中以69亿美元估值领投了Groq)，以及查马斯.帕里哈皮蒂亚(Chamath Palihapitiya)的Social Capital、贝 莱德集团和小唐纳德 ...

Core Viewpoint - Wells Fargo maintains an Overweight rating and a price target of $265 on NVIDIA following the clarification of its relationship with AI hardware firm Groq [1] Group 1: Acquisition and Licensing Agreement - Speculation regarding NVIDIA's potential $20 billion acquisition of Groq was addressed after Groq announced a non-exclusive licensing agreement with NVIDIA [2] - The agreement is viewed as an acqui-hire, with key Groq personnel joining NVIDIA to enhance global AI inference capabilities [2] Group 2: Strategic Focus and Technology Insights - The strategic focus of the agreement is on latency-sensitive and deterministic AI inference, granting NVIDIA access to Groq's specialized hardware and compiler software [3] - The deal raises questions about NVIDIA's perspective on high-bandwidth memory, as Groq's LPUs utilize on-chip SRAM, which can outperform HBM by up to 10 times [3] Group 3: Comparisons and Future Considerations - The Groq agreement is compared to NVIDIA's previous $900 million acqui-hire of Enfabrica, which targeted memory architecture advancements [4] - Questions arise regarding the potential integration of NVIDIA's NVLink C2C interconnect with Groq's architecture to improve inference-optimized systems [4] - Considerations include Groq's positioning relative to NVIDIA's Rubin CPX platform, designed for large-context inference workloads with 128GB of GDDR7 memory expected to be available in late 2026 [4]

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月30日收盘：美股收跌纳指跌0.5%，AI个股受到压力 12月30日美股成交额前20：英伟达完成收购50亿美元英特尔股票交易 12月30日热门中概股涨跌不一 蔚来涨5.10%，阿里巴巴跌2.47% 周一油价上涨，因也门局势紧张加剧且乌克兰和平希望受挫 宏观 特朗普的和平计划遭遇新阻碍 普京称将改变谈判立场 特朗普对普京住所遭袭事件"非常愤怒" 乌克兰称俄方指控纯属捏造 美乌领导人会晤释放何种信号？难点问题是否有突破？ 特朗普称美军在委内瑞拉行动中摧毁一大型设施 特朗普称仍有可能解雇鲍威尔 将于1月某时公布美联储新主席 特朗普与内塔尼亚胡会晤 表示哈马斯必须解除武装 特朗普威胁：若伊朗研发核武器，将"狠狠打击"伊朗 俄方披露乌军空袭普京官邸详情 乌方驳斥："纯属捏造" 避险资产失宠？贵金属集体暴跌 黄金逼近12月低位 OpenAI增设高级安全职位 星巴克收缩美国都市圈门店布局 评论 普京签署命令：2026年将征召26.1万名公民服兵役 公司 软银斥资40亿美元收购DigitalBridge 加速布局人工智能 Lululemon创 ...

Nvidia stock has soared because of its impressive financial results. We'll see if it can keep the momentum going in February.Artificial intelligence (AI) and the increased demand for GPUs has driven massive growth in Nvidia (NVDA 1.21%) stock. The chipmaker is currently up an astounding 23,020% over the last 10 years (as of Dec. 26).If you've been thinking about starting or adding to a position in Nvidia, there's one great reason to do so before Feb. 25, 2026. Nvidia's next earnings report is coming upFeb. ...

Core Viewpoint - Nvidia's recent $20 billion non-exclusive licensing agreement with Gro for inference technology is a strategic move to enhance its capabilities in the AI race, particularly in the area of inference, which is becoming increasingly important in the industry [1][5][10] Group 1: Deal Structure and Implications - The deal is framed as a strategic acquisition but is more accurately described as an architectural admission, allowing Nvidia to capture Grock's capabilities without the regulatory challenges of a full acquisition [3][6] - Nvidia's focus on inference economics is crucial, as inference costs are significantly higher than training costs, with inference being 15 times more expensive over a model's lifetime [4][5] - The licensing agreement allows Nvidia to integrate necessary technology while navigating regulatory constraints, as they cannot acquire every competitor outright [8][12] Group 2: Competitive Landscape - The deal is seen as a defensive strategy to maintain Nvidia's competitive edge against companies like Google, which has a vertically integrated approach with its TPU chip [7][8] - Nvidia's move to secure Grock's technology is a reaction to the growing dominance of inference in AI applications, indicating that the company is adapting to market changes [6][9] - Concerns have been raised about the potential anti-competitive nature of such deals, as they may limit competition and hinder the growth of startups like Grock [10][12] Group 3: Market Reaction and Future Outlook - Nvidia's stock performance reflects the boom in training models, but the new deal positions the company favorably for the anticipated growth in inference applications [9][10] - The deal is viewed as a protective measure for Nvidia's future, ensuring that the company remains relevant as the focus shifts from training to inference in AI technologies [10]

LAST UPDATED: December 29, 2025 at 12:49 PMGUEST POST from Art InteligenciaIn the world of corporate strategy, we love to manufacture myths of inevitable visionary genius. We look at the behemoths of today and assume their current dominance was etched in stone a decade ago by a leader who could see through the fog of time. But as someone who has spent a career studying Human-Centered Innovation and the mechanics of innovation, I can tell you that the reality is often much messier. And this is no different w ...

Group 1 - The chipmaker has entered into an AI-inference agreement with startup Groq, highlighting the increasing competition for top talent and technology in the semiconductor industry [1]

Last week, it was reported that Nvidia Corporation ( NVDA ) will acquire AI chip start-up Groq for $20B that will see the GPU maker gain access to the firm's critical Language Processing Unit/LPUAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AMD, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relations ...

Last week, it was reported that Nvidia Corporation ( NVDA ) will acquire AI chip start-up Groq for $20B that will see the GPU maker gain access to the firm's critical Language Processing Unit/LPUAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AMD, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relations ...

Nvidia Bulls are still trying to make sense of its $20 billion surprise deal for AI chip player Grock. Nvidia didn't even put out an SEC filing on this one. I mean, go figure.It also hasn't said anything publicly about this deal. The only one who has had something to say is the likely much wealthier Grock founder Jonathan Ross. Ross pointed out on his LinkedIn over the weekend.Clearly, he's jazzed about this. He will be joining Nvidia as chief software architect. Big role for Jonathan there for sure.While t ...