AI晶片戰局丕變：NVIDIA斥資200億美元收購Groq關鍵技術與團隊
AI晶片巨頭NVIDIA與新創公司Groq達成協議，傳將以200億美元收購其關鍵技術與團隊。此為NVIDIA史上最大交易，旨在強化AI推論市場佈局，恐將改變產業競爭格局。
AI晶片市場投下震撼彈。晶片新創公司Groq宣布與產業龍頭NVIDIA達成協議，旨在「推進和擴展」Groq的技術。根據CNBC報導，此交易實為NVIDIA以200億美元現金收購Groq的資產，不僅是NVIDIA有史以來最大規模的交易，更可能重塑AI硬體市場的競爭格局。
核心團隊轉移，公司獨立運作
Groq在週三的部落格文章中說明：「作為協議的一部分，Groq創辦人Jonathan Ross、總裁Sunny Madra及其他團隊成員將加入NVIDIA。」然而，Groq將繼續作為獨立公司營運，由Simon Edwards接任執行長，其雲端平台GroqCloud也將不間斷地持續服務。這種安排顯得非比尋常，核心技術人才與公司主體分離。
NVIDIA的盤算：補齊AI推論版圖
這筆交易的動機相當明確。根據CNBC取得的NVIDIA執行長黃仁勳（Jensen Huang）的電子郵件內容，他表示：「我們計畫將Groq的低延遲處理器整合到NVIDIA AI工廠架構中，擴展平台以服務更廣泛的AI推論和即時工作負載。」此舉旨在強化NVIDIA在AI推論市場的佈局。
NVIDIA雄厚的財力是促成本次交易的關鍵。該公司在2025年第三季營收高達570億美元，比華爾街分析師的預期高出200萬美元。黃仁勳先前曾表示，旗下Blackwell系列晶片「銷售情況超乎想像」，雲端GPU已銷售一空，顯示市場需求極為強勁。
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
Nvidia has acquired the core assets and team of AI chip startup Groq for $20 billion in its largest deal ever. The move is a strategic play to bolster its capabilities in the AI inference market.
Nvidia has struck a licensing deal with AI chip rival Groq, hiring its founder. CNBC reports a $20 billion asset acquisition, which Nvidia denies.
Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.
Chinese startup Agibot has launched a service to rent its A2 Ultra humanoid robot for weddings and corporate events for around $2,200, aiming for 400,000 users by 2026.
Nvidia has acquired the core assets and team of AI chip startup Groq for $20 billion in its largest deal ever. The move is a strategic play to bolster its capabilities in the AI inference market.
Nvidia has struck a licensing deal with AI chip rival Groq, hiring its founder. CNBC reports a $20 billion asset acquisition, which Nvidia denies.
Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.
Chinese startup Agibot has launched a service to rent its A2 Ultra humanoid robot for weddings and corporate events for around $2,200, aiming for 400,000 users by 2026.