---
title: "英伟达涨 1.8%，Cantor Fitzgerald 认为，英伟达与 Groq 的授权交易具有进攻性和防御性，将增强英伟达的全系统堆栈能力和在 AI 市场的领导地位。将 Groq 的产品融入英伟达的"
description: "英伟达涨 1.8%，Cantor Fitzgerald 认为，英伟达与 Groq 的授权交易具有进攻性和防御性，将增强英伟达的全系统堆栈能力和在 AI 市场的领导地位。将 Groq 的产品融入英伟达的解决方案中，将使其在推理市场占据更大份额，特别是针对下一阶段的 AI 基础设施建设。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/270859057.md"
published_at: "2025-12-26T15:12:25.000Z"
---

# 英伟达涨 1.8%，Cantor Fitzgerald 认为，英伟达与 Groq 的授权交易具有进攻性和防御性，将增强英伟达的全系统堆栈能力和在 AI 市场的领导地位。将 Groq 的产品融入英伟达的

> 英伟达涨 1.8%，Cantor Fitzgerald 认为，英伟达与 Groq 的授权交易具有进攻性和防御性，将增强英伟达的全系统堆栈能力和在 AI 市场的领导地位。将 Groq 的产品融入英伟达的解决方案中，将使其在推理市场占据更大份额，特别是针对下一阶段的 AI 基础设施建设。

英伟达涨 1.8%，消息面上， Cantor Fitzgerald 称，英伟达与 Groq 的授权交易兼具 “进攻性和防御性”，并且 “只会增强英伟达的全系统堆栈能力和在 AI 市场的整体领导地位（并进一步拓宽其竞争护城河）”。 将 Groq 的产品融入英伟达的全系统堆栈解决方案中，“将使其在推理市场占据更大的份额，尤其是针对下一阶段的 AI 基础设施建设”。

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