推理需求每半年翻倍！花旗看好英伟达借Groq LPU加速产品路线图，维持“买入”评级

智通财经2025-12-29

12月29日，花旗发表研报表示，对英伟达(NVDA.US)与AI芯片初创公司Groq达成的200亿美元非独家授权合作给予积极评价，维持对英伟达的“买入”评级，目标价为270美元。据悉，此次合作规模相当于Groq最新估值的3倍，交易完成后Groq创始人及总裁将加入英伟达。花旗分析师Atif Malik和Papa Sylla在报告中指出，这一合作具有双重战略意义：一方面，继9月发布Rubin CPX ...

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Citi is optimistic about Nvidia (NVDA.US) using Groq LPU to accelerate product roadmap and maintain \"buy\" rating","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/40ec781a78d2e5f722e222c59f9ded08","symbols_score_info":{"SNVD.UK":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVDA":1.96,"NVDU":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVIW.SI":0.6},"content_text":"12月29日，花旗发表研报表示，对英伟达(NVDA.US)与AI芯片初创公司Groq达成的200亿美元非独家授权合作给予积极评价，维持对英伟达的“买入”评级，目标价为270美元。据悉，此次合作规模相当于Groq最新估值的3倍，交易完成后Groq创始人及总裁将加入英伟达。花旗分析师Atif Malik和Papa Sylla在报告中指出，这一合作具有双重战略意义：一方面，继9月发布Rubin CPX GPU后，英伟达通过此次合作间接认可了专用推理架构对于实时、高成本效益AI部署的重要性，这将帮助其应对来自TPU及新兴初创企业的竞争;另一方面，相较于全额收购，授权合作模式能让Groq保持独立运营，有助于规避监管审查。报告强调，当前超大规模AI推理需求正呈现每六个月翻一番的快速增长趋势。12月初亚马逊(AMZN.US)AWS为其Bedrock AgentCore平台推出情景记忆功能，11月初谷歌(GOOGL.US)提出嵌套学习方法并计划每六个月将AI计算能力翻倍，这些行业动态均推动GPU/XPU需求持续攀升。英伟达此前发布的Rubin CPX GPU采用成本效益更高的GDDR7内存，相较昂贵的HBM内存可降低3倍总拥有成本(TCO)，专为推理密集型工作负载设计;而Groq的语言处理单元(LPU)则专注于推理实时响应，具备超低延迟和高效处理语言模型令牌的优势。通过授权获得Groq的知识产权，英伟达无需从零构建技术，即可快速在产品路线图中添加更多推理优化计算栈。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595206582","isCrawlerRequest":true}