建议结合东大克苏鲁阻止东大科技公司购买nvdia新闻
一起食用 
东大的思路是如果科技公司要买comparable的话，必须买国产的 
。
先进的可以买nvdia
西大的思路是先进的不准卖，但是comparable的可以卖，打垮东大国产
感觉nvda危 
两边不是人
5 个赞
华为异腾开始不偷着卖了 感觉国产进度喜人？
FT上个月就报道了华为AI芯片产能会在一年内扩产三倍
唯一制约华为扩产的因素就是长鑫HBM2e的国产进度，这个新闻出来那就说明量产速度超预期。
1 个赞
CNBC也开始报道华为的进展了
Research firm SemiAnalysis found in April that Huawei’s self-developed CloudMatrix system was able to perform better than Nvidia’s — despite each Ascend chip delivering only about one-third the performance of an Nvidia processor. Huawei built its advantage by having five times as many chips.
In a speech Thursday, Eric Xu, vice chairman and rotating chairman of Huawei, claimed that its forthcoming Atlas 950 supernode would deliver 6.7 times more computing power than Nvidia’s NVL144 system, also planned for launch next year.
Xu even predicted that Huawei’s product would “be ahead on all fronts” compared with another Nvidia system planned for launch in 2027 — and claimed the Atlas 950 supercluster would have 1.3 times the computing power of Elon Musk’s xAI Colossussupercomputer.j
干式DUV不是早就官宣成功了吗，上线调试也很正常吧，做个65nm的产线而已。其实干式和湿式也没那么大区别，要是湿式已经上线调试了才算大新闻吧。