200亿美元，英伟达“史上最大收购”？“收编”Groq，“招安”TPU创始人

华尔街见闻2025-12-25

英伟达与Groq已达成非独家许可协议，将把Groq的AI推理技术整合进未来产品中。作为交易的一部分，Groq创始人兼首席执行官Jonathan Ross、总裁Sunny Madra以及部分核心员工将加入英伟达。此次交易直接强化了英伟达在“推理”这一关键计算环节的布局。英伟达通过一项“准收购”式的技术许可协议，成功将AI芯片独角兽Groq的核心推理技术与顶尖人才收入囊中，以巩固其在人工智能计算领域的...

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嘞撸虎7
·2025-12-25
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Jz26
·2025-12-25
說說你對這篇新聞的看法...
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Madra以及部分核心员工将加入英伟达。此前曾有媒体援引投资机构Disruptive的消息称，英伟达将以200亿美元现金全资收购Groq，若属实这将是英伟达创立三十余年来规模最大的收购案。但在消息传出后不久，英伟达出面否认了收购传闻，明确表示仅达成了技术许可协议。Groq随后发布公告证实了这一说法，并强调公司仍将作为实体独立运营，原首席财务官Simon Edwards将接任CEO，旗下云业务GroqCloud亦维持正常运作。尽管未达成股权层面的全面收购，但此次交易直接强化了英伟达在“推理”这一关键计算环节的布局。随着企业和消费者对AI模型应用需求的激增，市场重心正从模型训练转向推理应用。受该消息影响，今年以来股价已累计上涨超35%的英伟达，其盘后交易价格表现平稳。从“200亿美元收购”传闻到技术许可周三美东时间，有关英伟达即将收购Groq的传闻一度引发市场震动。媒体援引今年9月领投Groq融资的Disruptive公司CEO Alex Davis消息称，英伟达同意以200亿美元现金收购Groq，且交易进展迅速，包括Groq除云业务外的所有资产。然而形势迅速反转。英伟达与Groq均明确表示，双方达成的是技术许可协议而非整体收购。这一协议旨在扩大高性能、低成本推理技术的普及。Jonathan Ross在LinkedIn上表示，他加入英伟达是为了协助整合或许可的技术，而GroqCloud将继续独立为软件开发者提供AI处理服务。若上述200亿美元的收购传闻属实，Groq的估值将较三个月前飙升近两倍。在今年9月17日完成的最新一轮融资中，Groq以69亿美元的估值筹集了7.5亿美元。尽管最终收购未成行，但此次技术“收编”不仅让英伟达获得关键技术，更通过吸纳Jonathan Ross等核心团队，实质性地削弱了一个潜在的竞争对手。针对推理市场的技术“招安”此次交易的核心在于Groq独特的芯片架构及其创始人背景。Jonathan Ross是AI芯片领域的资深人物，曾师从AI先驱Yann LeCun，并在Google工作期间参与开发了著名的张量处理单元（TPU），后者目前仍是英伟达GPU的有力竞争方案。Groq成立于2016年，其开发的芯片被称为语言处理单元（LPU）。不同于英伟达擅长的通用图形处理单元（GPU），LPU专为“推理”过程——即AI模型根据新数据生成答案或预测的过程——进行了优化。Ross曾表示，得益于嵌入式内存设计，Groq的芯片在生成速度、部署效率及能耗控制上均优于GPU。目前，随着AI应用从训练阶段迈向大规模部署，市场对推理芯片的需求正在急剧上升。一组包括Groq在内的初创公司正致力于通过重新设计硬件来解决能耗问题。英伟达此举意在通过吸纳Groq的技术与人才，补强其在高能效推理领域的短板，以应对来自Google、Amazon以及正通过自研芯片寻求独立的OpenAI和Meta Platforms等大客户的竞争压力。资本宠儿的估值跃升与扩张作为AI硬件领域的明星初创企业，Groq在过去一年中经历了估值的火箭式蹿升。据PitchBook估算，Groq累计融资已超30亿美元。2024年8月，公司以28亿美元估值完成融资；仅一个月后的9月，其估值便翻倍至69亿美元，融资额达7.5亿美元。该轮融资由Disruptive领投，贝莱德（BlackRock）、Neuberger Berman、三星、思科以及由特朗普之子小唐纳德·特朗普担任合伙人的1789 Capital等机构跟投。在强劲的资本支持下，Groq业务增长迅速。公司透露，目前已为超过200万开发者的AI应用提供支持，远超一年前的35.6万。受益于AI加速芯片的旺盛需求，Groq将今年的营收目标定为5亿美元。英伟达的现金储备与生态野心此次交易折射出英伟达利用其庞大现金储备加速构建护城河的战略意图。截至去年10月底，英伟达持有606亿美元的现金及短期投资，较2023年初的133亿美元大幅增长。即便没有进行大规模收购，英伟达近期也在密集投资AI生态系统。公司已向AI和能源基础设施公司Crusoe、模型开发商Cohere注资，并增持了即将上市的AI云服务商CoreWeave的股份。此外，英伟达还计划向OpenAI投资及向Intel注资50亿美元。在英伟达的强势挤压下，其他AI芯片初创企业的生存空间充满变数。另一家备受关注的芯片初创公司Cerebras 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