大寒里的 200 亿：Nvidia 买 Groq，真正要消灭的不是算力，而是“算法摩擦”

from Marisa Wu · AI Strategy · host Marisa Wu

今天是二十四节气里的“大寒”，按中国人的说法，“寒极而春生”——最冷的时候，也是地底根系最用力扎的一段。就在很多公司觉得“AI 项目该收一收”的时候，Nvidia 用 200 亿美元拿下推理芯片公司 Groq 的核心 IP 和团队，赌的不是“更大的模型”，而是“更顺的落地”。这一期，我们用「算法摩擦」单核来拆：当芯片厂帮你把延迟、功耗和部署难度打到底，你的流程和管理，还有多少借口说“AI 落不了地”？ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jan 20, 2026

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大寒里的 200 亿：Nvidia 买 Groq，真正要消灭的不是算力，而是“算法摩擦”

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