通信行业周跟踪:英伟达投资Groq重点布局推理ASIC,科创板促进商业航天加速发展

山西证券
Dec 31, 2025

(以下内容从山西证券《通信行业周跟踪:英伟达投资Groq重点布局推理ASIC,科创板促进商业航天加速发展》研报附件原文摘录)投资要点行业动向:1)英伟达200亿美金“技术收购”Groq,布局低延迟推理技术根据芯东西报道,Groq12月25日与英伟达达成一项非独家授权协议,授权英伟达使用Groq的推理技术,作为该协议的一部分,Groq团队成员将加入英伟达以帮助推进和扩大授权技术规模,而...

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