2025-12-26 11:20:56

从过去的网络基础设施到今天的AI计算能力竞争，芯片产业正在经历一场深刻的转向。

这家头部芯片企业的收购轨迹很有意思。最初70亿美元拿下以色列芯片公司Mellanox，为GPU集群构建了超级网络体系。后来试图400亿美元并购ARM，结果因反垄断折戟。现在转向以200亿美元收购Groq的核心资产，刷新了历史纪录。

Mellanox带来的是GPU之间的通信优势。这一次Groq的战略价值指向更清晰：高效能的AI推理架构。预计到2027-2028年，市场可能会看到全新的超级计算机集群形态——CPU、GPU、LPU三合一的架构设计，配合HBM和SRAM的深度整合，打造训练和推理一体化的系统。

这背后的逻辑很现实。谷歌的TPU已经在AI领域占据了一席之地，这一步收购可以看作是一次战略反击——通过自主掌控推理芯片和架构，构建起专属的AI高效计算帝国。对整个行业来说，这场竞争可能会加速芯片架构的创新周期。

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HashRatePhilosopher

· 12-26 11:45

The chip arms race has escalated; are we about to see who builds the first AI empire?

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LiquidationWatcher

· 12-26 11:44

$20 billion acquisition of Groq, this guy is really hooked on playing.

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DaoDeveloper

· 12-26 11:34

ngl the groq acquisition is lowkey genius from a game theory perspective... they're essentially locking in inference dominance before the tpu moat gets any wider. reminds me of how early L1 protocols fought for sequencer control—same pattern, different layer.

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SchrödingersNode

· 12-26 11:31

20 billion acquisition of Groq, this guy is really going to go head-to-head with Google ARM was sabotaged by antitrust issues back then, now shifting to inference chips, it’s actually quite interesting What will supercomputers look like in 2027? It’s hard to say now, but the pace is definitely accelerating This round targeting TPU, just thinking about it is ridiculous, burning money without end Can Groq’s technology really be top-notch? The market will eventually test it Wait, isn’t this price a bit inflated... The chip war is getting fiercer and fiercer, whoever falls behind has no chance AI is heating up, hardware manufacturers are also going crazy In the inference chip game, everyone seems eager to take a bite It feels like after burning 20 billion, who will win in the end is still uncertain

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