读到长文中这句：

Any AI lab evaluating "build vs buy vs alternative vendor" now faces:

- Option A (Nvidia GPUs)

- Option B (Nvidia <> Groq LPUs)

- Option C (start from scratch)

Turning a competitive threat into a customer segmentation tool, Jensen is the master of trades. They can now price-discriminate: premium customers pay for GPUs, price-sensitive inference gets funneled to LPUs, and Nvidia captures both.

If Nvidia doesn't integrate LPUs in its roadmap, this was a pure defensive play. If they do integrate it and start offering "GPU for training, LPU for inference" bundles, this becomes a textbook moat-widening acquisition. The most expensive thing in technology isn't building the future, it's preventing someone else from building a future without you.