SemiAnalysis@SemiAnalysis_SemiAnalysis 推测 NVIDIA 可能收购 Groq，而 Groq 剩余业务正购入 NVIDIA B300/GB300/Rubin GPU 及 LPU 并向企业出租。其出租的集群多为纯 Blackwell 集群，并非都含 LPU。此前 Groq 已宣布成为 NVIDIA 云合作伙伴，CEO Adam Winter 称将把推理基础设施做到最好。
PoV of NVIDIA acquiring Groq, and then the leftover of Groq is now buying NVIDIA B300/GB300/Rubin GPUs & LPUs and renting them out to enterprises/neolabs. A lot of the clusters Groq is renting out don't even include LPUs and are just straight-up Blackwell clusters. https://x.com/groqinc/status/2087570841701847329?s=46
来源：SemiAnalysis · x.com
SemiAnalysis 推测 NVIDIA 可能收购 Groq，而 Groq 剩余业务正购入 NVIDIA B300/GB300/Rubin GPU 及 LPU 并向企业出租。其出租的集群多为纯 Blackwell 集群，并非都含 LPU。此前 Groq 已宣布成为 NVIDIA 云合作伙伴，CEO Adam Winter 称将把推理基础设施做到最好。
PoV of NVIDIA acquiring Groq, and then the leftover of Groq is now buying NVIDIA B300/GB300/Rubin GPUs & LPUs and renting them out to enterprises/neolabs. A lot of the clusters Groq is renting out don't even include LPUs and are just straight-up Blackwell clusters. https://x.com/groqinc/status/2087570841701847329?s=46
来源：SemiAnalysis· x.com