大家搞asic主要是_老虎社区_美港股上老虎

回心转意

2025-02-06

大家搞asic主要是英伟达的芯片太贵。而且AI算法变了，asic芯片可能就发挥不了作用了。我认为，通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高，这是个问题。

AMD&Meta强强联手！加仓好时机？

Meta准备采购AMD的芯片，并且金额高达60B，并且可能间接持有amd 10%股份。【大家看好强强联手吗？现在是否是加仓好时机？】

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