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NVIDIA × Groq 200 億美元交易,AI 下一個戰場從「訓練」轉向「推論」 ‼️ Groq 估值從 2024 年 28 億美元跳升至 2025 年 69 億美元,並在 25 年底完成與 NVIDIA 的 200 億美元交易 大模型使用有越來越集中在「推論」的趨勢,Groq 的快速推論晶片 LPU 成為黃仁勳看中的產品 @GroqInc 創辦人 @JonathanRoss321 在影片中說明 AI 高速推論晶片 LPU 對於 token 生成速度的提升就像是從撥接網路進化至寬頻網路 並且可以和 GPU 互補,在處理 LLM token 時,受限於運算的交給 GPU,而受限於頻寬的則交給 LPU,兩者結合後可以突破許多處理過程中的瓶頸
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A conversation with @JonathanRoss321, founder of @GroqInc. This is the first podcast that Jonathan talks about his $20 billion partnership with NVIDIA. In this conversation, we talk about his decade building Groq: why West Coast VCs kept passing on the company, how fast Jensen works, overcoming near-death experiences, and why he thinks the entire AI age turns on a single skill — knowing what to ask. Hope you enjoy this conversation: 0:00 The $20 Billion NVIDIA Deal Closed In 3 Weeks 0:25 Why GPUs And LPUs Are Better Together 1:46 When AI Talks To AI, Speed Wins 3:30 Always Start With A Hobby Project 5:55 Ask The Right Questions, Not Answer Them 8:23 There Are Infinite Ways To Be A Leader 13:00 I Was One Of The World's Worst Leaders 14:34 Fewer Constraints, More Room To Surprise You 16:31 At NVIDIA There Is No Politics 19:44 You Have To Learn Confidence 22:23 East Coast VCs Think, West Coast VCs Follow 23:50 The Keynesian Beauty Contest Of Silicon Valley 26:48 The Autonomy That Created The NVIDIA Deal 30:07 Making A Model Smarter By Making It Faster 34:52 Reality Quotient Beats Intelligence Quotient 35:44 Find The Dominant Game And Play It 37:11 A Founder's Job Is Full-Time Change Management 38:34 Return On Luck: Seize It Better Than Anyone 42:54 You Can't Sell Speed, You Have To Let People Try It 46:32 I Intend To: Intentional Leadership 51:07 Groq Bonds: Trading Salary For Survival 54:13 Hire For Negatives, Grow For Positives 58:46 Loss Aversion And Booking The Win Early 1:00:37 How Michael Jordan Weaponized Humiliation 1:03:13 Manufactured Discontent Drives Everything 1:05:02 Every Day Without Compute Has A Real Cost 1:07:07 Code Was Rationed, Now It's Nearly Free 1:10:04 Teach Kids To Ask Questions, Not Answer Them Includes paid partnerships.
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