groq

NVIDIA's Chief Financial Officer stated that they expect to begin large-scale shipments of Groq 3 LPX to early customers later in this quarter, with the first customers including Nebius.

On Monday local time, Nvidia Senior Director Dion Harris announced that the Groq 3 LPX rack has entered full-scale production and will be deployed in the data center of the new cloud service provider Nebius, expected to go live later this year. This move marks the commercialization of the technology obtained by Nvidia after reaching a technology licensing deal worth approximately $20 billion with Groq last December. Several core employees from Groq have joined Nvidia, with founder Jonathan Ross serving as Nvidia's Chief Software Architect.Nvidia is accelerating the production of Groq chips and providing products to customers, highlighting the importance of low-latency inference. The Groq 3 LPX, released in March this year, is an inference accelerator for the Vera Rubin platform, integrating 500 megabytes of high-speed SRAM on the chip die to reduce memory bottlenecks. Each LPX rack can integrate 256 Groq 3 chips, and Nvidia cites benchmarks indicating it can process 3,400 tokens per second; the chip is manufactured by Samsung.Harris stated that low-latency chips are not meant to replace GPUs but are designed to use the appropriate processor for different stages of workloads, allowing cloud service providers to offer higher-priced packages for latency-sensitive users. Nvidia CEO Jensen Huang plans to allocate about a quarter of the data center space for programming applications to Groq chips, with the remainder using the Vera Rubin system, and expects cumulative sales of Blackwell and Vera Rubin to reach $1 trillion by 2027.

NVIDIA officially announced that SpaceXAI will deploy the NVIDIA Vera CPU to accelerate its next-generation agent-based AI applications. Vera is the first CPU specifically built for AI agents, featuring 88 NVIDIA self-developed Olympus cores, utilizing spatial multithreading technology and LPDDR5X high-bandwidth memory, with a bandwidth of up to 1.2TB/s. In scenarios such as agent-based AI, reinforcement learning, and data processing, the task completion speed can be improved by up to 1.8 times compared to x86 CPUs.Mike Nicolls, President of SpaceXAI, stated that the CPU performance and memory bandwidth of Vera are sufficient to support large-scale task orchestration, code execution, and data processing, allowing GPUs to operate at peak efficiency, thus gaining more effective output per watt of computation.SpaceXAI also plans to expand the AI infrastructure behind Grok based on the NVIDIA Vera Rubin platform, moving towards gigawatt-level computing capacity. Vera Rubin integrates NVIDIA accelerated computing, NVLink interconnect, Spectrum-X networking, and BlueField data processing technologies, aiming to reduce the cost per token and improve the overall energy efficiency of AI factories.More notably, SpaceXAI will send an optimized version of the Vera Rubin NVL72 system into space, with its first-generation Starmind AI satellite adopting this rack-level architecture, becoming the first iconic deployment of NVIDIA accelerated computing extending from ground data centers to orbital computing.

According to The Information, citing two NVIDIA employees, NVIDIA plans to ship a small batch of a Groq technology-based LPU (Language Processing Unit) to Chinese customers before the end of the year, with several Chinese customers already placing orders. The report states that this chip does not require a downgrade in specifications and can be used with processors available in the Chinese market through software adjustments.NVIDIA subsequently denied the report, stating it is "incorrect," and that the company currently has no LPU sales in China, nor is there a "China-specific LPU" in the product roadmap. In March of this year, Reuters also cited informed sources reporting that NVIDIA was preparing to sell Groq chips in China, to which Jensen Huang later stated in an interview with Punchbowl that the report was "completely wrong," clearly indicating that Groq chips would not enter China. It is recommended to rely on official statements.

According to Jinshi reports, U.S. stocks opened with the Dow Jones Industrial Average down 0.04%, the S&P 500 up 0.04%, and the Nasdaq Composite up 0.1%. Nvidia (NVDA.O) rose 0.8% as the company reached a non-exclusive technology licensing agreement with Groq. Mining stocks were influenced by the recent rise in metal prices, with Coeur Mining (CDE.N) up 3.4% and Pan American Silver (PAAS.O) up 1.9%. Storage concept stocks rose, with Micron Technology (MU.O) up 0.8% and SanDisk (SNDK.O) up 3.5%. Omdia expects AI demand to drive NAND prices up 40% next year.

According to CNBC, Nvidia has agreed to acquire all assets of AI chip startup Groq for approximately $20 billion in cash (excluding its GroqCloud business), marking its largest acquisition to date.Groq was founded by a developer of Google's TPU core and focuses on low-latency AI inference chips. Although Groq claims that the agreement with Nvidia is a "non-exclusive technology licensing agreement," its founder and CEO Jonathan Ross and the executive team will join Nvidia, with Groq's CFO Simon Edwards taking on the role of new CEO and continuing to operate independently. Nvidia emphasized that it did not acquire Groq as a whole but is integrating its low-latency processor architecture into its AI platform.

ChainCatcher message, the official block explorer Etherscan posted on social media stating that the code reader has been updated. An option has been added for users logging into their Etherscan accounts, allowing them to use the Groq AI model without needing an API key.