7*24

Hot topic

Market

Activities

According to monitoring by 1M AI News, Jonathan Ross, founder and former CEO of AI inference chip company Groq, recounted the behind-the-scenes process of Nvidia's $20 billion deal. He initially entered Jensen Huang's office to procure about 100,000 Blackwell GPU chips. He pitched an idea to Huang: AI data centers should not use the same hardware for all tasks; training, like bulk freight, requires '18-wheel trucks' (GPUs), while inference is better suited for flexible and efficient 'vans' (Groq's LPU chips). Three days later, Huang proactively called back, not to discuss the order, but to promote deeper collaboration. On Christmas Eve, three weeks later, the deal was finalized. Nvidia obtained licensing for Groq's chip technology, and Ross along with other core employees joined Nvidia, with Ross taking on the role of Chief Software Architect. At the time of the deal, Groq's annual revenue was just under $100 million, with only $3 million in revenue for 2023 and a loss of $88 million. At the GTC 2026 conference, Huang announced the Groq 3 LPU inference chip based on Groq technology and the Groq 3 LPX rack containing 256 LPUs, which has entered full production and is expected to start deliveries this summer. Ross stated, 'This is on the scale of Nvidia, not a pilot.' This marks Nvidia's shift from a single GPU dominance to a full-stack 'AI factory' solution encompassing CPUs and LPUs. The deal has also drawn the attention of the U.S. government. Democratic Senators Elizabeth Warren and Richard Blumenthal questioned whether the agreement was 'structured to evade antitrust scrutiny' and jointly wrote to Huang requesting more disclosure on the terms. Nvidia responded that it did not acquire Groq, but only purchased a non-exclusive license for the intellectual property and hired talent.

[From 'Buying Chips' to 'Being Acquired': Groq Founder Reveals Nvidia's $20 Billion Deal, Signed on Christmas Eve After Three Weeks]According to monitoring by 1M AI News, Jonathan Ross, founder and former CEO of AI inference chip company Groq, recounted the behind-the-scenes process of Nvidia's $20 billion deal. He initially entered Jensen Huang's office to procure about 100,000 Blackwell GPU chips. He pitched an idea to Huang: AI data centers should not use the same hardware for all tasks; training, like bulk freight, requires '18-wheel trucks' (GPUs), while inference is better suited for flexible and efficient 'vans' (Groq's LPU chips). Three days later, Huang proactively called back, not to discuss the order, but to promote deeper collaboration. On Christmas Eve, three weeks later, the deal was finalized. Nvidia obtained licensing for Groq's chip technology, and Ross along with other core employees joined Nvidia, with Ross taking on the role of Chief Software Architect. At the time of the deal, Groq's annual revenue was just under $100 million, with only $3 million in revenue for 2023 and a loss of $88 million. At the GTC 2026 conference, Huang announced the Groq 3 LPU inference chip based on Groq technology and the Groq 3 LPX rack containing 256 LPUs, which has entered full production and is expected to start deliveries this summer. Ross stated, 'This is on the scale of Nvidia, not a pilot.' This marks Nvidia's shift from a single GPU dominance to a full-stack 'AI factory' solution encompassing CPUs and LPUs. The deal has also drawn the attention of the U.S. government. Democratic Senators Elizabeth Warren and Richard Blumenthal questioned whether the agreement was 'structured to evade antitrust scrutiny' and jointly wrote to Huang requesting more disclosure on the terms. Nvidia responded that it did not acquire Groq, but only purchased a non-exclusive license for the intellectual property and hired talent.

From 'Buying Chips' to 'Being Acquired': Groq Founder Reveals Nvidia's $20 Billion Deal, Signed on Christmas Eve After Three Weeks

March 23rd News: Goldman Sachs' oil team stated that the unprecedented scale of the oil supply shock is likely to prompt a re-evaluation of energy risk issues. "We expect policymakers to rebuild higher strategic reserve levels once the Strait of Hormuz reopens, while the market will also incorporate a security premium into long-term prices." Goldman Sachs noted that this shock has not yet fully impacted Western regions and remains primarily a localized crisis, leading to a significant drop in oil transport volumes and tight supply in Asian markets (Asia typically accounts for 95% of Hormuz imports). However, commercial crude oil inventories in the US and OECD European countries are rising. Goldman Sachs currently forecasts the average Brent crude oil price to be $110 between March and April, a 62% increase from the average price in 2025. It predicts the average WTI crude oil price to be $98 in March and $105 in April, as the market will consider US export prices, widening the price spread between WTI and Brent crude. (Jingshi)

[Goldman Sachs: Unprecedented Oil Crisis Prompts Strategic Rethink]March 23rd News: Goldman Sachs' oil team stated that the unprecedented scale of the oil supply shock is likely to prompt a re-evaluation of energy risk issues. "We expect policymakers to rebuild higher strategic reserve levels once the Strait of Hormuz reopens, while the market will also incorporate a security premium into long-term prices." Goldman Sachs noted that this shock has not yet fully impacted Western regions and remains primarily a localized crisis, leading to a significant drop in oil transport volumes and tight supply in Asian markets (Asia typically accounts for 95% of Hormuz imports). However, commercial crude oil inventories in the US and OECD European countries are rising. Goldman Sachs currently forecasts the average Brent crude oil price to be $110 between March and April, a 62% increase from the average price in 2025. It predicts the average WTI crude oil price to be $98 in March and $105 in April, as the market will consider US export prices, widening the price spread between WTI and Brent crude. (Jingshi)

Goldman Sachs: Unprecedented Oil Crisis Prompts Strategic Rethink

On March 23, Goldman Sachs currently predicts that the European Central Bank will raise rates by 25 basis points in both April and June 2026, having previously forecasted that rates would remain unchanged this year. This adjustment aligns with predictions from JPMorgan and Barclays, both of which also expect the ECB to take action in April. Goldman Sachs noted that conflicts in the Middle East have introduced inflation risks, with rising energy prices being a major concern.

[Goldman Sachs: ECB Expected to Raise Rates in April]On March 23, Goldman Sachs currently predicts that the European Central Bank will raise rates by 25 basis points in both April and June 2026, having previously forecasted that rates would remain unchanged this year. This adjustment aligns with predictions from JPMorgan and Barclays, both of which also expect the ECB to take action in April. Goldman Sachs noted that conflicts in the Middle East have introduced inflation risks, with rising energy prices being a major concern.

Goldman Sachs: ECB Expected to Raise Rates in April

On March 23, the Brent crude spot price reached $110 per barrel, rising by 2.03% during the day. (Jin Shi)

[Brent Crude Spot Price Reaches $110 per Barrel]On March 23, the Brent crude spot price reached $110 per barrel, rising by 2.03% during the day. (Jin Shi)

Brent Crude Spot Price Reaches $110 per Barrel

On March 23, Goldman Sachs now expects the European Central Bank (ECB) to raise interest rates by 25 basis points each in April and June 2026, a shift from its previous forecast of keeping rates unchanged this year. This adjustment aligns with predictions made last week by JPMorgan Chase and Barclays, both of which also anticipated the ECB taking action in April. Goldman Sachs pointed out that the conflict in the Middle East presents inflationary risks, with rising energy prices being a primary concern. (Jinshi)

[Goldman Sachs Expects ECB Rate Hike in April]On March 23, Goldman Sachs now expects the European Central Bank (ECB) to raise interest rates by 25 basis points each in April and June 2026, a shift from its previous forecast of keeping rates unchanged this year. This adjustment aligns with predictions made last week by JPMorgan Chase and Barclays, both of which also anticipated the ECB taking action in April. Goldman Sachs pointed out that the conflict in the Middle East presents inflationary risks, with rising energy prices being a primary concern. (Jinshi)

Goldman Sachs Expects ECB Rate Hike in April

Market data shows that US crude oil futures have continued their upward trend, surging over $3 during the day to reach $101.26 per barrel.

[US Crude Oil Futures Extend Gains, Reaching $101.26/barrel]Market data shows that US crude oil futures have continued their upward trend, surging over $3 during the day to reach $101.26 per barrel.

US Crude Oil Futures Extend Gains, Reaching $101.26/barrel

On March 23rd, spot gold fell below $4100/oz for the first time since November 24th of last year. It plunged 8.6% or $388 intraday, having successively broken through multiple key price levels. Gold has accumulated a decline of over 22% this month. (Jinjin)

[Spot Gold Falls Below $4100]On March 23rd, spot gold fell below $4100/oz for the first time since November 24th of last year. It plunged 8.6% or $388 intraday, having successively broken through multiple key price levels. Gold has accumulated a decline of over 22% this month. (Jinjin)

Spot Gold Falls Below $4100

On March 23, spot silver touched down to $61 per ounce, falling 10.17% intraday. New York silver futures plummeted 12.00% during the day, currently reported at $61.29 per ounce.

[Spot Silver Drops Over 10% Intraday]On March 23, spot silver touched down to $61 per ounce, falling 10.17% intraday. New York silver futures plummeted 12.00% during the day, currently reported at $61.29 per ounce.

Spot Silver Drops Over 10% Intraday

On March 23, according to monitoring by Lookonchain, a trader opened a 40x leveraged long position on 280.2 BTC (approximately $19.07 million). However, within less than an hour, part of the position was forcibly liquidated. The trader currently still holds a long position of 224.16 BTC (approximately $15.18 million), with a new liquidation price of $67,587.12.

[Trader Partially Liquidated After 40x Long Position on 280.2 BTC in One Hour]On March 23, according to monitoring by Lookonchain, a trader opened a 40x leveraged long position on 280.2 BTC (approximately $19.07 million). However, within less than an hour, part of the position was forcibly liquidated. The trader currently still holds a long position of 224.16 BTC (approximately $15.18 million), with a new liquidation price of $67,587.12.

Trader Partially Liquidated After 40x Long Position on 280.2 BTC in One Hour

According to reports, the mobile version of the multi-chain wallet Trust Wallet has released version 9.3, which adds support for Confluxe Space, Klaytn, Moonbeam, Moonriver, and Sei. It also adds support for ZKEVM, ZKSync, Celo, Moonbeam, and Moonriver (NFT chain). The update also includes support for more languages.

[Trust Wallet mobile terminal releases version 9.3, adding support for Sei, Moonbeam, etc.]According to reports, the mobile version of the multi-chain wallet Trust Wallet has released version 9.3, which adds support for Confluxe Space, Klaytn, Moonbeam, Moonriver, and Sei. It also adds support for ZKEVM, ZKSync, Celo, Moonbeam, and Moonriver (NFT chain). The update also includes support for more languages.

Trust Wallet mobile terminal releases version 9.3, adding support for Sei, Moonbeam, etc.

Penafian：Konten diatas tidak merepresentasikan posisi HTX.，HTX tidak memberikan rekomendasi perdagangan apa pun.。

Semua Komentar0TerkiniHangat

Topik Trending