$美国超微公司(AM_老虎社区_美港股上老虎

1，cpu 好像比存储更缺货，AI Agent 提高了 CPU 相对 GPU 的需求

2，Anthopic 正在招募懂 ROCM 的开发者，

3，rumor 亚马逊会是 Helios 的下一个大客户

今年 CPU、GPU 双线爆发，双轮驱动，涡轮增压。。

IBM将于今日盘后发布Q2财报。上一季它营收不及预期、股价暴跌逾20%并带崩整个软件板块，还点出"客户把资本开支转向硬件"的风格切换信号，令市场记忆犹新。本次焦点：软件与咨询业务能否企稳、混合云与AI订单（watsonx）的兑现，以及现金流与全年指引。最大争议是企业IT预算是否仍在"从软件流向硬件"。当上一季的暴雷阴影未散，IBM这次是止血反弹，还是二次证伪软件需求？

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