英伟达 Groq 3 LPU 推理芯片预计 5 月入华,或可绕开 GPU 出口管制

Gate News 消息,3 月 18 日,英伟达正准备向中国市场推出 Groq 3 LPU 推理芯片,预计最快 5 月上市。据知情人士透露,该芯片并非降级版或专为中国市场定制。这是英伟达 2025 年底以约 170 亿美元收购 AI 推理芯片公司 Groq 后,首次将其产品线引入中国,与此前已获批重启生产的 H200 GPU 属于独立的对华芯片策略。Groq 3 LPU 是一款推理专用协处理器,内置 500MB 片上 SRAM,推理带宽高达 150 TB/s,但浮点算力较低,不擅长模型训练。该架构使其峰值算力可能落在美国现行出口管制的性能阈值(TPP < 21,000 且 DRAM 带宽 < 6,500 GB/s)以下,从而规避 H200 等 GPU 面临的出口限制。不过,Groq LPU 在英伟达原方案中需搭配无法对华出口的 Vera Rubin GPU 使用(推荐比例约 25:75),中国版本需适配其他系统独立运行,实际性能发挥仍有待观察。

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