主要是生态，cuda_老虎社区_美港股上老虎

主要是生态，cuda优秀明显，迁移成本高，苏妈早意识到了，2 nm的MI 400受到大厂些青睐

据Fubon Financial分析师消息，英伟达下一代AI芯片Rubin可能面临推迟上市，原因为：为了更好应对AMD的竞争（尤其是AMD MI450）。AMD近半年来股价快速反弹，业务上正在加快AI芯片迭代节奏，力求缩小与英伟达的差距。【现在是否到做多AMD的时刻？AI芯片大战，你更看好英伟达orAMD？】

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