SemiAnalysis@SemiAnalysis_ · XAI 摘要
Groq 是 AI 领域最有趣的芯片故事之一。Nvidia 支付了 200 亿美元来授权他们的 IP 并雇佣他们的大部分团队，这笔交易被构建为授权协议而非收购，以规避监管审查。交易在不到 4 个月内完成。以下是 Nvidia 如此迫切想要它的原因。(1/4)🧵
Groq is one of the most interesting chip stories in AI. Nvidia paid $20B to license their IP and hire most of their team structured as a licensing deal rather than an acquisition to sidestep regulatory scrutiny. It closed in under 4 months. Here's why Nvidia wanted it so badly. （1/4）🧵