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
가입 March 2010
1.7K 팔로잉 중 1.8K 팬
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#
더 보기
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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