英伟达收购Groq —— 完美反击ASIC阵营！

新视界AlanShore2025-12-26

本来我一直想写下除了谷歌的 TPU 外，在架构设计层面、和硬件层面挑战英伟达的几个选手，这其中最引人注目的就是 Groq 公司，其创始人 Jonathan Ross 也是 TPU 的创始设计团队成员之一。没想到，黄教主的动作如此迅速，已将 Groq 整编制囊获旗下。本次收购为 NVIDIA 与 Groq 达成的一项非独占技术许可协议，NVIDIA 获得 Groq 在AI推理领域的核心技术许可，并将...

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精彩评论

像巴菲特一样慢
2025-12-26
像巴菲特一样慢
groq刚加入创世纪计划，结果很快就被收购了 [惊讶]

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ACC"},"translate_title":"Nvidia acquires Groq-a perfect counterattack against the ASIC camp!","themeId":"e0cf08c1e26fea4c08ea84f32a6e0445","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDA":1.98,"NVDU":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6},"content_text":"本来我一直想写下除了谷歌的 TPU 外，在架构设计层面、和硬件层面挑战英伟达的几个选手，这其中最引人注目的就是 Groq 公司，其创始人 Jonathan Ross 也是 TPU 的创始设计团队成员之一。没想到，黄教主的动作如此迅速，已将 Groq 整编制囊获旗下。本次收购为 NVIDIA 与 Groq 达成的一项非独占技术许可协议，NVIDIA 获得 Groq 在AI推理领域的核心技术许可，并将其整合到未来产品中。交易金额约200亿美元现金。Groq创始人兼CEO Jonathan Ross、总裁Sunny Madra及其他高级团队成员将加入NVIDIA，帮助推进和扩展该技术。所谓非独占技术许可，估计也是为了避免反垄断审查，不让当年收购 ARM 最后被黄掉的场景重演。如前文所述（详谈谷歌TPU芯片：如何与博通博弈？能否和英伟达竞争？），英伟达在训练、复杂推理上的产品优势很明显，唯一的弱点就是边缘侧、终端设备上的低延时实时推理，这块市场基本是放弃的，拱手让给 ASIC 阵营去吃肉。而 Groq 恰好就是擅长实时低延时推理，甚至他家 LPU 的确定性（Deterministic）架构就是为了实时推理而设计的，移除了硬件调度器，全部任务和数据流由编译器主导控制，不需要像 GPU 一样攒够了很多任务一起并行计算，而是来一个解决一个。所以靠着 Groq，黄教主能把放弃的肉又抢回来了，做到训练 + 推理全口径算力市场覆盖，寸土必争，也算是对不断试探蚕食自己地盘的 ASIC 阵营的完美反击！Groq 的产品设计理念走极简风、主打快速反应；英伟达的则是不断裂变、复制组合，越来越变成一个巨无霸。另外，收购 Groq 的优点还体现在供应链资源的差异性上。英伟达现在靠着抢下大半台积电的 CoWoS 封装产能、和韩国人的 HBM4 产能，把万年老二 AMD、和 TPU 等在供应链端就稳稳压着。反观 Groq 设计的 LPU 的供应链既不需要 CoWoS 封装，也不需要 HBM 高速内存，压根不会和英伟达的大算力芯片抢产能，反而能利用成熟产能迅速出货抢占市场。最终 Groq 的技术和架构如何在英伟达的产品上落地，目前还不得而知，姑且做下猜测：1. 英伟达的优势高地 CUDA 是必须维系的，所以 Groq 的开发框架一定会融入 CUDA 体系内，进一步加强 CUDA 成为全能型选手。2. 硬件层面，把 LPU 芯片直接整合进入英伟达的计算系统，类似于 Grace CPU 一样的地位，这种可能性较大；其次是直接推出 LPU 产品抢占边缘实时推理市场，甚至是为大客户做定制化开发；最后概率最小的，是吸收 Groq 的计算架构，把整个英伟达算力系统改造为混合型架构，但这样做改造成本极大且效果未知，所以可能性最小。如果说收购 Groq 是让英伟达补齐了针对“低延时推理”需求的算力拼图，我甚至开始憧憬起英伟达会不会在未来收购 Cerebras 公司。这家公司是从另一个极端方向挑战英伟达的核心技术——算力的极致暴力美学，即在硬件层面用一张 12 寸晶圆直接做一枚巨型芯片，跳过芯片之间的高速互联技术，达到超大规模单芯片的高速计算。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":514819454587768,"gmtCreate":1766718710745,"gmtModify":1766718713355,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"像巴菲特一样慢","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","vip":1,"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":8,"crmLevelSwitch":1,"idStr":"3463446769405484","authorIdStr":"3463446769405484"},"htmlText":"groq刚加入 创世纪计划，结果很快就被收购了&nbsp;[惊讶]&nbsp;&nbsp;","listText":"groq刚加入 创世纪计划，结果很快就被收购了&nbsp;[惊讶]&nbsp;&nbsp;","text":"groq刚加入 创世纪计划，结果很快就被收购了 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