CES无显卡！Rubin对决MI500：AI算力竞赛进入白热化阶段_老虎社区_美港股上老虎

CES无显卡！Rubin对决MI500：AI算力竞赛进入白热化阶段

CES 2026成为AI芯片领域的关键节点。英伟达CEO黄仁勋发布下一代Rubin芯片，性能较Blackwell提升5倍，推理成本降至十分之一；同期亮相的Alpamayo定位"思考型自动驾驶AI"，面向L3/L4场景。

黄仁勋提出"不再编程软件，而是训练软件"的判断，暗示开发范式正在经历根本性转变。

AMD方面，苏姿丰宣布MI500系列研发全面展开，目标实现AI性能1000倍提升。同步发布的Ryzen AI 400系列处理器瞄准AI PC与嵌入式应用，标志着AMD构建数据中心到端侧的full-stack布局。苏姿丰强调进展"按计划进行"，显示出战略定力。

从产业视角看，英伟达凭借先发优势持续巩固领先地位，而AMD的激进追赶正在重塑竞争格局。

算力成本的持续下降将释放下游创新空间，双寡头态势的形成长期有利于产业生态健康发展。2026年的AI芯片战局，值得持续关注。

但是2026最大亮点肯定还是存储...

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":518809448845424,"tweetId":"518809448845424","gmtCreate":1767672600000,"gmtModify":1767688695327,"author":{"id":10000000000010594,"idStr":"10000000000010594","authorId":10000000000010594,"authorIdStr":"10000000000010594","name":"60秒","avatar":"https://static.tigerbbs.com/d41a9585311541f7bc86d5a24a6c073f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":271,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/70e4b1c44251471b94c993358666e46d"},{"img":"https://static.tigerbbs.com/72abae6ebf8940a6bf88bbd8690c5670"}],"coverImages":[{"img":"https://static.tigerbbs.com/70e4b1c44251471b94c993358666e46d"}],"title":"CES无显卡！Rubin对决MI500：AI算力竞赛进入白热化阶段","html":"<html><head></head><body><div>\n <img src=\"https://static.tigerbbs.com/70e4b1c44251471b94c993358666e46d\">\n CES 2026成为AI芯片领域的关键节点。英伟达CEO黄仁勋发布下一代Rubin芯片，性能较Blackwell提升5倍，推理成本降至十分之一；同期亮相的Alpamayo定位\"思考型自动驾驶AI\"，面向L3/L4场景。\n <img src=\"https://static.tigerbbs.com/72abae6ebf8940a6bf88bbd8690c5670\">\n 黄仁勋提出\"不再编程软件，而是训练软件\"的判断，暗示开发范式正在经历根本性转变。\n AMD方面，苏姿丰宣布MI500系列研发全面展开，目标实现AI性能1000倍提升。同步发布的Ryzen AI 400系列处理器瞄准AI PC与嵌入式应用，标志着AMD构建数据中心到端侧的full-stack布局。苏姿丰强调进展\"按计划进行\"，显示出战略定力。\n 从产业视角看，英伟达凭借先发优势持续巩固领先地位，而AMD的激进追赶正在重塑竞争格局。\n 算力成本的持续下降将释放下游创新空间，双寡头态势的形成长期有利于产业生态健康发展。2026年的AI芯片战局，值得持续关注。\n 但是2026最大亮点肯定还是存储...\n</div></body></html>","htmlText":"<html><head></head><body><div>\n <img src=\"https://static.tigerbbs.com/70e4b1c44251471b94c993358666e46d\">\n CES 2026成为AI芯片领域的关键节点。英伟达CEO黄仁勋发布下一代Rubin芯片，性能较Blackwell提升5倍，推理成本降至十分之一；同期亮相的Alpamayo定位\"思考型自动驾驶AI\"，面向L3/L4场景。\n <img src=\"https://static.tigerbbs.com/72abae6ebf8940a6bf88bbd8690c5670\">\n 黄仁勋提出\"不再编程软件，而是训练软件\"的判断，暗示开发范式正在经历根本性转变。\n AMD方面，苏姿丰宣布MI500系列研发全面展开，目标实现AI性能1000倍提升。同步发布的Ryzen AI 400系列处理器瞄准AI PC与嵌入式应用，标志着AMD构建数据中心到端侧的full-stack布局。苏姿丰强调进展\"按计划进行\"，显示出战略定力。\n 从产业视角看，英伟达凭借先发优势持续巩固领先地位，而AMD的激进追赶正在重塑竞争格局。\n 算力成本的持续下降将释放下游创新空间，双寡头态势的形成长期有利于产业生态健康发展。2026年的AI芯片战局，值得持续关注。\n 但是2026最大亮点肯定还是存储...\n</div></body></html>","text":"CES 2026成为AI芯片领域的关键节点。英伟达CEO黄仁勋发布下一代Rubin芯片，性能较Blackwell提升5倍，推理成本降至十分之一；同期亮相的Alpamayo定位\"思考型自动驾驶AI\"，面向L3/L4场景。 黄仁勋提出\"不再编程软件，而是训练软件\"的判断，暗示开发范式正在经历根本性转变。 AMD方面，苏姿丰宣布MI500系列研发全面展开，目标实现AI性能1000倍提升。同步发布的Ryzen AI 400系列处理器瞄准AI PC与嵌入式应用，标志着AMD构建数据中心到端侧的full-stack布局。苏姿丰强调进展\"按计划进行\"，显示出战略定力。 从产业视角看，英伟达凭借先发优势持续巩固领先地位，而AMD的激进追赶正在重塑竞争格局。 算力成本的持续下降将释放下游创新空间，双寡头态势的形成长期有利于产业生态健康发展。2026年的AI芯片战局，值得持续关注。 但是2026最大亮点肯定还是存储...","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/518809448845424","repostId":0,"isVote":1,"tweetType":1,"viewCount":1214,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LU1868837136.USD","LU1821325948.USD","3NVD.UK","LU1551013342.USD","LU2065171402.SGD","LU0689472784.USD","LU2491050154.USD","LU0215105999.USD","LU1935042488.USD","NVD","IE00BQXX3F31.USD","LU0056508442.USD","IE00BZ199S13.USD","IE0009G5SDU7.USD","LU0128525929.USD","LU2456880835.USD","AMD","HK0000320223.HKD","LU1839511570.USD","LU0345769631.USD","NVDA","LU1974910355.USD","NVDD","LU1861559042.SGD","AI","NVDL","LU2236285917.USD","LU0861579265.USD","NVD2.UK","NVDS","NVDY","NVDU","LU0082616367.USD","NVDX","LU1496350502.SGD","SNVD.UK","LU1316542783.SGD","NVDS.UK","LU2461242641.AUD","LU0494093205.USD","NVD3.UK","LU0889565833.HKD","LU0823414478.USD","2NVD.UK","LU2191332357.HKD","NVIW.SI","LU0070217475.USD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":666,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}