英伟达：能否驾驭 Groq 的技术

on 25-Dec-2025 25 December 2025 U.S. Semiconductors NVIDIA (NVDA): Can you Groq it? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com On Christmas eve (joy) CNBC reported that NVIDIA was buying AI silicon startup Groq for $20B in cash. Subsequently, Groq announced that the company had "entered into a non-exclusive licensing agreement with Nvidia" for Groq's inference techn ...