# SemiAnalysis：NVIDIA 或收购 Groq，其转向出租 Blackwell

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-13 08:32
- AIHOT 分数：40
- AIHOT 链接：https://aihot.virxact.com/items/cmsqsy2ra03asroz2kup25xag
- 原文链接：https://x.com/SemiAnalysis_/status/2087698883593834946

## AI 摘要

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。

## 正文

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

### 引用推文

> Groq Inc：Groq is now an @nvidia Cloud Partner. A milestone for the team and validation of what our customers already experience: Groq runs AI infrastructure to the highe...