· 供应链分析
$NVDA，继其$200亿交易后……宣布Groq3 LPX现已全面投产。 $NBIS 通过 Nebius token factory 成为首个采用者。 - 在运行 Gemma 4 31B 的 Artificial Analysis 基准测试中，达到 3,400 tok/s，支持 10 万 token 上下文 - 响应速度比最近的替代品快 4 倍 引起我注意的是……英伟达对 Nebius 投资$20 亿后的一份旧新闻稿。 其中提到将支持其“早期采用英伟达最新一代”架构。 看来我们在这里看到了这种特殊待遇。
$NVDA, following their $20B deal... Announces Groq3 LPX now in full production. With $NBIS the first to adopt through Nebius token factory. - 3,400 tok/s in Artificial Analysis benchmarking running Gemma 4 31B, with 100k token context - 4x faster responsiveness than the nearest alternative Thing that caught my attention.. was a former press release after Nvidia's $2B investment into Nebius. That it would support their "early adoption of Nvidia's latest generation" architectures. Guess we're seeing that special treatment here.