格隆汇12月27日｜D.A. Davidson分析师亚历克斯·普拉特指出，英伟达(NVDA.O)与人工智能初创公司Groq的授权协议令人费解，其对英伟达的收益似乎相当有限。Groq的芯片在当前市场中不具备显著技术优势，仅适用于有限的工作负载类型，无法用于前沿AI模型。“现实情况是，我们很难从技术角度理解这笔交易的价值，”普拉特表示，“这类专用架构可能在特定推理任务中表现出色，但无法很好地适应前沿...
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分析师质疑英伟达Groq交易价值：技术收益有限，令人费解
格隆汇2025-12-27
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