聊5个话题。1，关于Rubin推迟的消息，英伟达已经第一时间否认。事情起因是Fubon的分析师说Rubin可能推迟，因为重新设计，为了比MI 450更有竞争力…另外AMD和博通将是台积电CoWoS产能分配增速最快的企业，AMD增长90%，博通增长72%。结果就是，AMD大涨5%，英伟达有点顶不住了。但临近收盘，英伟达直接否认了这个消息。这件事不值得多讲。在大规模量产前有设计迭代再正常不过，即使...
Source Link聊5个话题。1，关于Rubin推迟的消息，英伟达已经第一时间否认。事情起因是Fubon的分析师说Rubin可能推迟，因为重新设计，为了比MI 450更有竞争力…另外AMD和博通将是台积电CoWoS产能分配增速最快的企业，AMD增长90%，博通增长72%。结果就是，AMD大涨5%，英伟达有点顶不住了。但临近收盘，英伟达直接否认了这个消息。这件事不值得多讲。在大规模量产前有设计迭代再正常不过，即使...
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