NVIDIA斥資200億美元結盟Groq？AI晶片霸權之爭或已塵埃落定
NVIDIA與AI晶片新創公司Groq達成非排他性技術授權協議，傳聞交易規模達200億美元。此舉將Groq的LPU技術納入麾下，進一步鞏固NVIDIA在AI硬體領域的霸主地位。本文深入分析其戰略意涵。
AI晶片戰爭的格局，一夜之間風雲變色。產業龍頭NVIDIA在2025年12月24日宣布，與最強勁的挑戰者Groq達成技術授權協議，這究竟是強強聯手，還是精心策畫的收編？
200億美元的「非收購」協議
根據NVIDIA的官方說法，這是一項非排他性的技術授權協議，Groq創辦人喬納森·羅斯（Jonathan Ross）及部分員工將加入NVIDIA。TechCrunch報導，NVIDIA強調此舉並非收購整間公司。然而，CNBC引述消息指出，NVIDIA實則是以200億美元收購Groq的資產。若此數字屬實，將成為NVIDIA有史以來最大規模的交易，讓外界霧裡看花。
Groq的王牌：LPU技術
NVIDIA為何需要一個競爭對手的技術？關鍵在於Groq獨家開發的LPU（語言處理單元）。Groq聲稱，LPU運行大型語言模型（LLM）的速度比傳統GPU快上10倍，而能耗僅為其十分之一。其創辦人羅斯過去在Google任職時，便是客製化AI晶片TPU（張量處理單元）的發明者之一，其實力不容小覷。
Groq的成長速度十分驚人。該公司在今年9月才剛完成7.5億美元的募資，估值達到69億美元。其技術所支援的開發者數量，也從去年的約35.6萬人，暴增至超過200萬人。
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