Global AI computing giant NVIDIA has recently made a major technical move, officially entering into a technology licensing agreement with AI chip startup Groq. According to the terms of the agreement, NVIDIA not only obtained licensing rights to Groq's core technologies but will also integrate its innovative chip design into future product lines. More notably, Jonathan Ross, founder and CEO of Groq, will lead several key executives to join NVIDIA, responsible for driving the large-scale application of the licensed technology.

Groq has been a star company in the AI chip field in recent years, with its LPU chips known for "low latency" and "super fast response." Ross himself was a core member of Google's TPU project and has extensive experience in self-developed chip technology. Despite the changes in the core team, Groq stated that the company will continue to operate independently and has appointed a new CEO, with its existing data center computing outsourcing business unaffected.

Although the exact transaction amount was not disclosed in the announcement, sources have told the media that the deal could involve as much as 2 billion dollars. If true, this would be NVIDIA's largest acquisition/license transaction in its history.

NVIDIA CEO Jensen Huang stated that incorporating Groq's technology will bring new features to NVIDIA's products, helping it consolidate its leading position in the inference computing market. In the current context where major tech companies are developing their own chips, NVIDIA's move is seen as a critical step to lock in core customers and strengthen its ecosystem moat by integrating external top-tier technology.

Key Points:

  • 🚀 Major Licensing and Talent Acquisition: NVIDIA has obtained licensing rights to Groq's technology, and its founder Jonathan Ross will join NVIDIA to help with technological iteration.

  • 💰 Potentially Record-Breaking Transaction Amount: The deal is rumored to be worth 2 billion dollars, possibly setting a new record for NVIDIA's highest transaction amount in history.

  • ⚡ Focusing on Low-Latency Inference Market: NVIDIA plans to use Groq's chip design advantages to enhance the response speed and market competitiveness of its future products.