瑞银——美国半导体与半导体设备行业——关于英伟达与Groq合作的观点（附下载）

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免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——美国半导体与半导体设备行业——关于英伟达（NVDA）与Groq合作的观点精华翻译英伟达拟以200亿美元授权Groq的高速推理技术，该合作虽耗资巨大，但能补强英伟达在高速推理应用领域的服务能力——GPU因需频繁访问片外高带宽内存（HBM），在此领域并非理想之选，而高速推理是推理市场增长最快的板块之一。此次合作也是英伟达继...

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