LXC ✧𝔸𝕀✧
@LXC_X_
Embrace AI, shape the future! This account will be focusing on AI related topics, including tech, supply chain and stock. 拥抱AI，一起塑造未来！ 此号主要关注AI相关的话题，包括技术、供应链和股票
Joined March 2010
1.7K Following 1.8K Followers
AMD真的有机会打破CUDA护城河吗？
软件进步明显（代理内核生成、ROCm生态加速），还砸出最高105%股权返点去抢OpenAI的单，MI455X硬件规格也很猛。
但Helios机架爬坡地狱 + 内部分布式集群不稳定，才是真正的硬伤。
SemiAnalysis这篇分析很硬核，值得一看。
#AMD# #CUDA# #AI芯片#
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Can AMD break the CUDA Moat?
AMD Advancing AI 2026,
Up to 105% Equity Rebate Discounts for OpenAI,
Agentic Kernel Generation, Improvement in Software Quality,
Unstable Internal Development Clusters,
Helios MI455X Production Ramp Hell
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