# SemiAnalysis 称 NVIDIA 因 Groq LPU 交易面临 DOJ 反垄断调查

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-09-10 21:49
- AIHOT 分数：60
- AIHOT 链接：https://aihot.news/items/cmtvlu4n10dxcronb7wypn68m
- 原文链接：https://x.com/SemiAnalysis_/status/2098046327154258390

## AI 摘要

SemiAnalysis 发推称，NVIDIA 正因 Groq LPU 交易受到美国司法部（DOJ）的反垄断调查。去年 NVIDIA 签署了非独占授权并聘用了 Groq 的大部分核心人员，以补足其在超快交互加速器市场的空缺，此后借助 draft disagg、AFD 和常规 PD disagg 等技术将 LPU 与现有 Rubin GPU 形成互补。

## 正文

BREAKING NEWS🚨: NVIDIA IS BEING INVESTIGATED BY THE DOJ FOR ANTITRUST CONCERNS OVER THE GROQ LPU DEAL

Last year, NVIDIA signed a "non-exclusive license" and hired most of Groq's important people to fill the ultra-fast interactivity accelerator segment of the market that NVIDIA was missing. NVIDIA has since been able to complement their existing Rubin GPUs with LPUs using techniques like draft disagg, AFD, and just normal PD disagg.