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一 |     K图 NVDA_0  AI(人工智能)芯片龙头英伟达史上最大规模收购的技术实现了商业化。  当地时间8月24日,英伟达宣布,旗下Groq 3 LPX架构已经实现全面量产,该架构通过大幅提升Token(字元)生成速率,扩展了英伟达Vera Rubin NVL72系统的推理性能。    The makers of Retta Thala unveiled the trailer of the film at a launch event held in Chennai, setting the stage for a high energy action drama led by Arun Vijay. Directed by Kris Thirukumaran, the film positions itself as a commercial entertainer with a psychological edge, drawing attention for its dual perspective storytelling and scale driven action set pieces.     Unlike a conventional action trailer, Retta Thala unfolds from the point of view of the second character portrayed by Arun Vijay. This narrative choice immediately signals that the film is not just about spectacle but also about perception, conflict, and consequence. The teaser had earlier introduced audiences to Malpe Upendra, a feared gangster navigating betrayal and survival. The newly released trailer expands this world, revealing how the second character becomes entangled in the chaos that follows.     Two lives, one collision     The trailer charts the growing tension between Arun Vijay’s two roles while placing Siddhi Idnani’s character at the heart of the turmoil. Their characters are shown caught in a dangerous spiral, struggling to break free from forces that appear larger than them. Action sequences punctuate the narrative, but the emotional stakes remain central, suggesting a film that aims to balance adrenaline with character driven drama.                                         Kris Thirukumaran, who previously directed Maan Karate and Gethu, brings a sharper and darker tone this time around. Before stepping into direction, he worked closely with AR Murugadoss on films such as Ghajini, 7 aum Arivu, and Thuppaki, experience that reflects in the trailer’s pacing and staging. The influence of mainstream action cinema is visible, but the trailer hints at an attempt to push beyond formula by playing with identity and viewpoint.     A familiar ensemble with a festive release     Retta Thala features an ensemble cast that includes Tanya Ravichandra, Yogi Samy, John Vijay, Hareesh Peradi, and Balaji Murugadoss, each appearing briefly in the trailer but leaving an impression. The supporting characters seem positioned to add texture and conflict to the central narrative, especially within the gangster milieu the film explores.Produced by Bobby Balachandran under the BTG Universal banner, the film also benefits from the music of Sam CS, who has composed the soundtrack and written the lyrics. The background score in the trailer leans heavily into mood and tension, underlining both the action and the emotional beats.                                                                 View this post on Instagram          A post shared by Arun Vijay (@arunvijayno1)               Scheduled for a theatrical release on December 25, Retta Thala is shaping up to be a Christmas offering that banks on star power, stylised action, and an intriguing narrative hook. With Arun Vijay taking on the challenge of dual roles and Thirukumaran aiming to reinvent himself, the film has positioned itself as one to watch during the festive season.     Also Read: This video of Suriya and Arun Vijay is going viral。同时,新云厂商Nebius成为首个采用英伟达Groq 3 LPX的AI云服务商,产品将于今年晚些时候上线。  英伟达表示,智能体AI(Agentic AI)带来了两个独特的计算挑战:对海量上下文的高效处理,以及以极低延迟生成Token。因此,Groq 3 LPX专为拓展Vera Rubin的交互性(即针对单个用户生成Token的速率)而生,这决定了智能体完成其工作中每一步的速度。

二 |   据介绍,在全球知名独立AI大模型评测机构Artificial Analysis的基准测试中,Groq 3 LPX在智能体编程及其他对延迟敏感的工作负载中展现出了“世界级的速度”,其响应速度比表现最接近的替代平台还要快4倍。  英伟达CEO黄仁勋表示:“Vera Rubin延续了我们的愿景,推出了针对智能体AI时代设计的‘工作负载优化型AI工厂配置’,通过LPX实现超高速Token生成,再度突破性能上限。

三 | 正如全球对AI计算的需求正在加速增长一样,这改变了智能的生产方式,使AI吞吐量、效率和响应速度实现了又一次巨大飞跃。”  这也意味着,英伟达公司史上最大规模收购所获得的技术正式完成商业化落地。去年12月,英伟达以200亿美元拿下了芯片初创公司Groq的核心班底,这也是英伟达迄今为止规模最大的一笔收购交易。  今年3月,英伟达宣布推出新的定制芯片Groq 3 LPU,预计其将于第三季度出货,还有装载该芯片的数据中心机架LPX。

四 | 今年5月,黄仁勋在财报电话会上表示,该机架是“为低延迟和高token生成速度而设计的,但其吞吐量很低”,用例并不广泛。  英伟达正在努力制造Groq芯片并向客户交付,凸显出低延迟推理日益增长的重要性。

五 | 像Groq这样的低延迟芯片并不会取代GPU,而是专注于模型服务中被称为“解码”阶段的部分。  英伟达高级总监狄翁·哈里斯(Dion Harris)在接受外媒采访时表示,云服务厂商可以针对这种高质量的Token输出收取更高的费用:“他们能够解锁新的商业模式,为那些对延迟极其敏感、且对此有严格服务协议(SLA)需求的最终用户和客户,提供更高溢价的高级服务套餐。”  24日当天,英伟达(Nasdaq:NVDA)股价跌2.91%收于每股208.48美元,总市值5.05万亿美元。

六 | 公司股价连续第七个交易日收跌,创下2022年以来的最长连跌纪录。英伟达即将在当地时间8月26日美股盘后发布财报。  此外,据外媒近日报道,英伟达最大的几家客户已被告知,搭载其AI芯片的服务器价格将上涨超过15%,从明年初出货的系统正式生效,将影响包括搭载旗舰级Vera Rubin和Grace Blackwell芯片在内的服务器系统。(文章来源:澎湃新闻)。

七 |

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