Core Viewpoint - Nvidia has made significant acquisitions in a short period, spending over $20 billion to acquire Groq and AI21 Labs, aiming to strengthen its position in the AI market and counter competition from companies like Google and Broadcom [1][2][27]. Group 1: Acquisitions and Investments - Nvidia's recent acquisitions include Groq, which was acquired for $20 billion, and AI21 Labs, estimated to cost between $2-3 billion, along with the acquisition of Enfabrica for $900 million [2][3][21]. - The acquisition of Groq not only brought in the LPU technology but also 90% of Groq's employees, enhancing Nvidia's talent pool [6][23]. - AI21 Labs, valued at $1.4 billion, is a hub for top AI PhDs, further bolstering Nvidia's capabilities in AI architecture [7][10]. Group 2: Market Position and Strategy - Nvidia holds over 90% of the AI training market share, but the inference market is becoming increasingly fragmented, with custom ASIC chips capturing 37% of the deployment share [4]. - The company aims to address this fragmentation by acquiring talent and technology, positioning itself to compete effectively against Google’s TPU and other competitors [5][27]. - The combination of Groq's LPU and AI21's Jamba architecture is expected to enhance Nvidia's inference capabilities, allowing for significant improvements in processing efficiency [16][26]. Group 3: Talent Acquisition and Technology Integration - Nvidia's strategy includes not just acquiring companies but also securing their talent, as seen with the recruitment of 200 top AI PhDs from AI21 Labs [12][17]. - The Jamba architecture from AI21 is particularly suited for memory-constrained inference chips, which aligns with Nvidia's needs in the evolving AI landscape [16][28]. - The integration of these acquisitions is designed to create a closed loop of hardware, network, and architecture, solidifying Nvidia's competitive edge in the AI market [26].

AI淘金热进入深水区，卖铲子的人，开始下场挖矿了。 当英伟达被曝出以20亿-30亿美元洽谈收购AI21 Labs，这是提前锁定「下一代AI主导权」，而不是一笔普通的技术并购。 这笔交易尚未官宣，但行业认为「大概率会发生」。 如果最终成交价落在30亿美元，这将成为英伟达历史上金额最高的一笔AI并购。 这也解释了为什么很多业内人第一反应不是「AI21要起飞了」，而是：这是一场典型的高价「人才收割」。 在算力称王的时代，这家全球最强芯片公司，第一次把巨额支票直接投向模型与人才本身，信号异常明确：AI战争，已经从训练阶段，转向推理与系统 整合的终局之战。 AI21 Labs 在2022年生成式AI爆发前，AI21就是以色列AI赛道的「门面担当」，技术路线颇具学术气质： 强调可控文本生成 更让人吃惊的是，AI21 Labs全职员工规模约200人，折算下来，人均「身价」高达1000万至1500万美元，远高于大多数独角兽并购案例。 曾与OpenAI唱对台戏的独角兽 2021年，AI21 Labs的位置并不尴尬。 AI21由Amnon Shashua教授、Yoav Shoham教授与Ori Goshen于2017年联合创立， ...