据悉，此次合作规模相当于Groq最新估值的3倍，交易完成后Groq创始人及总裁将加入英伟达。花旗分 析师Atif Malik和Papa Sylla在报告中指出，这一合作具有双重战略意义：一方面，继9月发布Rubin CPX GPU后，英伟达通过此次合作间接认可了专用推理架构对于实时、高成本效益AI部署的重要性，这将 帮助其应对来自TPU及新兴初创企业的竞争;另一方面，相较于全额收购，授权合作模式能让Groq保持 独立运营，有助于规避监管审查。 报告强调，当前超大规模AI推理需求正呈现每六个月翻一番的快速增长趋势。12月初亚马逊 (AMZN.US)AWS为其Bedrock AgentCore平台推出情景记忆功能，11月初谷歌(GOOGL.US)提出嵌套学习 方法并计划每六个月将AI计算能力翻倍，这些行业动态均推动GPU/XPU需求持续攀升。英伟达此前发 布的Rubin CPX GPU采用成本效益更高的GDDR7内存，相较昂贵的HBM内存可降低3倍总拥有成本 (TCO)，专为推理密集型工作负载设计;而Groq的语言处理单元(LPU)则专注于推理实时响应，具备超低 延迟和高效处理语言模型令牌的优势。通过授权获得Gr ...

英伟达利用授权协议挖空Groq 凤凰网科技讯北京时间12月27日，据CNBC报道，英伟达斥资200亿美元收购了芯片创业公司Groq的核 心资产，包括CEO在内的顶尖人才。但是，Groq官方称，这是一笔"非排他性授权协议"，两家公司为何 要这样操作呢？ 这笔交易已经曝光两天了，但是英伟达既未发布新闻稿也未提交监管文件进行说明。英伟达发言人表 示，公司只能确认Groq在周三收盘后发布的仅90字博客内容。周三的美股交易因圣诞假期而缩短。 "英伟达现在的体量，已庞大到能在平安夜达成200亿美元交易却无需发布新闻稿，而且无人对此感到惊 讶。"伯恩斯坦分析师斯泰西.拉斯贡(Stacy Rasgon)周五在接受CNBC节目《华尔街快报》采访时指出。 虽然两家公司都未确认交易金额，但CNBC周三从Groq主要投资人亚历克斯.戴维斯(Alex Davis)处获 悉，英伟达已同意以200亿美元现金收购Groq的资产。Groq是一家高性能AI加速芯片设计公司。戴维斯 所在的投资公司Disruptive已向Groq投资超过5亿美元，并在今年9月以69亿美元估值领投了Groq的最新 一轮融资。 伯恩斯坦分析师拉斯贡在周四发给客户的研报 ...

Core Viewpoint - Groq, an AI chip startup, is negotiating a new round of financing amounting to $600 million, with a valuation nearing $6 billion, which would represent a doubling of its valuation within approximately one year since its last funding round [1][2]. Group 1: Financing Details - The latest financing round is led by the venture capital firm Disruptive, which has invested over $300 million into the deal [1]. - Groq's previous funding round in August 2024 raised $640 million at a valuation of $2.8 billion [1]. - Groq has raised approximately $1 billion in total funding to date [1]. Group 2: Revenue Adjustments - Groq has reportedly lowered its revenue expectations for 2025 by over $1 billion [2]. - A source indicated that the revenue adjustments made this year are expected to be realized in 2026 [3]. Group 3: Company Background and Product Offering - Groq was founded by Jonathan Ross, a former Google employee involved in the development of Google's Tensor Processing Unit (TPU) chips, and officially entered the public eye in 2016 [3]. - The company designs chips known as Language Processing Units (LPU), specifically tailored for inference rather than training scenarios [3]. - Groq has established exclusive partnerships with major companies, including a collaboration with Bell Canada for AI infrastructure and a partnership with Meta to enhance the efficiency of the Llama4 model [3]. Group 4: Competitive Landscape - In the AI inference chip market, Groq competes with several startups, including SambaNova, Ampere (acquired by SoftBank), Cerebras, and Fractile [3]. - Jonathan Ross highlighted that Groq's LPU does not utilize expensive components like high-bandwidth memory, which are scarce from suppliers, differentiating it from Nvidia's chips [4].

Group 1 - Groq is negotiating a new round of financing amounting to $600 million, with a valuation close to $6 billion, which would double its valuation from $2.8 billion in August 2024 if successful [1] - The current financing round is led by Disruptive, based in Austin, with participation from various institutions including BlackRock, Neuberger Berman, TypeOne Ventures, Cisco, KDDI, and Samsung Catalyst Fund [1] - Groq has raised approximately $1 billion in total funding prior to this round, indicating strong investor interest in the AI chip sector [1] Group 2 - Groq's chips, known as Language Processing Units (LPU), are specifically designed for inference rather than training, targeting real-time data interpretation [2] - The AI inference chip market is competitive, with several startups including SambaNova, Ampere, Cerebras, and Fractile also vying for market share [2] - Groq's CEO Jonathan Ross highlighted the company's differentiation strategy, noting that Groq's LPU does not use expensive high-bandwidth memory components, unlike Nvidia's chips [2]

Core Viewpoint - Groq, a semiconductor startup, is seeking to raise $300 million to $500 million, with a post-investment valuation of $6 billion, to fulfill a recent contract with Saudi Arabia that is expected to generate approximately $500 million in revenue this year [1][2][3]. Group 1: Funding and Valuation - Groq is in discussions with investors to raise between $300 million and $500 million, aiming for a valuation of $6 billion post-funding [1]. - In August of the previous year, Groq raised $640 million in a Series D funding round led by Cisco, Samsung Catalyst Fund, and BlackRock Private Equity Partners, achieving a valuation of $2.8 billion [4]. Group 2: Product and Market Position - Groq is known for producing AI inference chips designed to optimize speed and execute pre-trained model commands, specifically a chip called Language Processing Unit (LPU) [5]. - The company is expanding internationally by establishing its first data center in Helsinki, Finland, to meet the growing demand for AI services in Europe [5]. - Groq's LPU is intended for inference rather than training, which involves interpreting real-time data using pre-trained AI models [5]. Group 3: Competitive Landscape - While NVIDIA dominates the market for chips required to train large AI models, numerous startups, including SambaNova, Ampere, Cerebras, and Fractile, are competing in the AI inference space [5]. - The concept of "sovereign AI" is being promoted in Europe, emphasizing the need for data centers to be located closer to users to enhance service speed [6]. Group 4: Infrastructure and Partnerships - Groq's LPU will be installed in Equinix data centers, which connect various cloud service providers, facilitating easier access for businesses to Groq's inference capabilities [6]. - Groq currently operates data centers utilizing its technology in the United States, Canada, and Saudi Arabia [6].

Group 1 - Groq has established its first data center in Helsinki, Finland, to accelerate its international expansion, supported by investments from Samsung and Cisco [1] - The data center aims to leverage the growing demand for AI services in Europe, particularly in the Nordic region, which offers easy access to renewable energy and cooler climates [1] - Groq's valuation stands at $2.8 billion, and it has designed a chip called the Language Processing Unit (LPU) specifically for inference rather than training [1] Group 2 - The concept of "sovereign AI" is being promoted by European politicians, emphasizing the need for data centers to be located within the region to enhance service speed [2] - Equinix, a global data center builder, connects various cloud service providers, allowing businesses to easily access multiple vendors [2] - Groq's LPU will be installed in Equinix's data centers, enabling enterprises to access Groq's inference capabilities through Equinix [2]