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D.A. Davidson分析师亚历克斯·普拉特指出英伟达(NVDA.US)与人工智能初创公司Groq的授权协议令人费解

智通财经2025-12-27

D.A. Davidson分析师亚历克斯·普拉特指出英伟达(NVDA.US)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领域正趋于集中的主流工作负载类型。”。

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