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韩国半导体产业链刚刚爆出一个重磅消息，但国内媒体基本没报，让我对美股AI板块的警惕性拉到了最高级别。🧐 英伟达下一代产品Rubin CPX，前景不明朗！ 首先要提示一下的是，Rubin CPX虽然与Rubin GPU VR200虽然都属于 NVIDIA 的 Rubin 架构世代，但它们扮演的角色不太一样。 Rubin CPX主要负责推理，有极高的吞吐量，非常适合用来啃长上下文这种硬骨头，所以不需要昂贵的HBM4，仅依靠GDDR7即可，成本降低了很多。相较与专注训练的旗舰Rubin GPU VR200来说，无论是存储芯片还是晶片封装，还是NVLink 6互联方案，都相对低廉一些，所以成本也会降低很多(如图2)。 但如今随着AI 发展向推理方向大迈进，这一块蛋糕其实也极其重要，英伟达假如在推理市场推出的产品出现跳票现象。这也会对英伟达股价，造成一定的冲击！ 讲讲这次韩国媒体从供应链端推理的路径，还是蛮有意思，毕竟现在韩国全民炒股，大家都热火朝天，也难怪今天没太多人理会这个新闻！ 📌 供应链传来的信号 • 内存行业相关人士表示：虽然说Rubin CPX要搭载GDDR7，但目前连订单影子都没见着，性能指标也不明确，根本不知道怎么开发配套方案。 • 基板行业人士更直接：Rubin CPX方面毫无动静，业界普遍认为可能目前都还没取得实质性进展。原本可期的GDDR7的应用规模可能也不大了。 • 存储器业界普遍持观望CPX态度，GDDR7的供应也不太可能大规模启动。目前GDDR7主要应用还是GeForce RTX 5090、5080等游戏显卡，连超级算力基板都不会用到GDDR7，而是用更高端的HBM。 📌 更诡异的是英伟达的战略调整 在今年3月的GTC 2026大会上，英伟达把CPX从第2代中移除了，这动作就很耐人寻味了。 取而代之的是，英伟达开始跟Groq公司深度合作，甚至去年直接签了200亿美元的限量协议，把Groq的核心推理技术和工程师团队都收了。 业界普遍认为实际上英伟达已经上架了Groq的方案。 也就是说，英伟达可能在推理市场这块，战略方向发生了重大转变。原本为推理市场准备的Rubin CPX，现在前途未卜。 我个人的一些思考，首先供应链是最诚实的。 当内存厂商和基板厂商都说没订单的时候，这不是小问题。你要知道，芯片这玩意儿，供应链得提前半年甚至一年开始准备。现在都下半年了，连订单都没有，这产品能按时出来吗？ 其次是英伟达当前股价反映的是什么预期？ 市场给英伟达的估值，是基于它在AI算力市场的绝对垄断地位，以及持续推出革命性产品的能力。但现在Rubin CPX这条产品线出了问题，Blackwell系列和未来的Vera Rubin系列虽然强大，但下一代产品如果跟不上，这个预期就会动摇。 最后就是如今AI板块，FOMO情绪比较严重，持续的逼空行情，大量空头回补，但基金仓位已经十分拥挤，这种持续的拉涨，还是需要留个心眼，注意市场的风吹草动！🧐 同时这个推理市场大蛋糕，也会利好于 #AMD# 和 #INTC。🧐#

NVIDIA has officially retired the GeForce Control Panel after 20 years, ending one of the longest-running software tools in PC gaming. The company is moving users to the newer NVIDIA App, which combines driver updates, game optimization, DLSS and RTX settings, performance tools, overlays, and display settings into one application. The old Control Panel will still work for now but is now considered a legacy app and will no longer receive major updates for GeForce users. For many gamers it has been a familiar part of the Windows experience since the early 2000s.

🔥大容量メモリ搭載モデルがお得🔥 32GBメモリ搭載PCが 今なら最大10万円引き！ 人気のGeForce RTX 5070搭載モデルも対象。 この機会に、お得な1台をチェック！ ▼キャンペーンはこちら

Lightning-fast Multilingual TTS that runs entirely on your device! Supertonic is a lightning-fast, on-device multilingual text-to-speech system designed for local inference with minimal overhead. The model runs via ONNX Runtime with 66M parameters. Generates speech up to 167x faster than real-time on consumer hardware. Complete privacy, zero network dependency, all processing happens locally. Supports 31 languages including English, Korean, Spanish, Portuguese, French, German, Japanese, Chinese, Arabic, Dutch, and more. Natural text handling without pre-processing. Directly processes numbers, dates, currency, abbreviations, and complex expressions. Performance on M4 Pro CPU: 1263 characters per second for long text, real-time factor of 0.012. WebGPU mode reaches 2509 characters per second. RTX 4090 hits 12,164 characters per second. Natural text handling works on financial expressions ("$5.2M" pronounced correctly as "five point two million dollars"), time and dates ("4:45 PM on Wed, Apr 3, 2024"), phone numbers with extensions, and technical units with abbreviations. All without phonetic annotations or text normalization. Voice Builder lets you turn your voice into a deployable TTS model with permanent ownership and edge-native deployment. Key capabilities: • Ultra-lightweight (66M parameters) • On-device inference with zero latency • Natural text handling without pre-processing • 31-language multilingual support • Cross-platform via ONNX Runtime • Up to 167x faster than real-time • Complete privacy - all local processing • Custom voice creation with Voice Builder • Expression tags for natural human nuance It's 100% Open source I've shared the link in the replies!

ゲーマー/クリエイターの本気を引き出す🔥高性能・薄型軽量・16型ゲーミングノート 『ROG Zephyrus』 に、インテル Core Ultra 9 プロセッサー＆最大GeForce RTX 5090搭載モデルが新登場！ダイナミックな映像美と、外出先でも生産性を維持できる16型有機ELパネルを搭載したプレミアムモデルです。

ゲーマー/クリエイターの本気を引き出す🔥高性能・軽量・14型ゲーミングノート 『ROG Zephyrus』 に、インテル Core Ultra 9 プロセッサー＆最大GeForce RTX 5080搭載モデルが新登場！デスクトップ級のパワーと高速有機ELパネルを、eSports会場やスタジオへ楽々持ち出そう！

【GeForce RTX 5060搭載でこの価格！？】 コスパ重視で選ぶなら注目。 人気のデスクトップPCがお得！ PC購入を検討中の方は ぜひチェックしてください。 ▼詳細はこちら

GF Overseas Electronics & Communications NVIDIA (NVDA Buy): Earnings Preview — Product Mix Offsets the Impact of Rubin Delay Reiterate Buy rating; target price modestly raised to $308: Driven by rising market expectations ahead of the upcoming earnings call and the U.S. approval on May 14 to export H200 chips to 10 Chinese companies, NVIDIA’s share price has reached a new all-time high. For the May 20 earnings call, we expect results to be in line with expectations, with guidance slightly above expectations. Given the company’s sizeable cash position and free cash flow, the announcement of a new share repurchase program during the earnings call would be a reasonable expectation. In addition, Rubin’s timeline remains a key market focus. We reiterate our view that mass production will be delayed by about one month to September, while the 2300W specification remains unchanged. Beyond GPUs, with Vera CPU and LPX, the company is expected to capture a larger share of value within the data center silicon TAM. For product re-rating, we still believe NVIDIA needs to launch an inference-focused GPU, potentially Feynman. Taking into account higher Blackwell shipments and ASPs, lower Rubin shipments, and LPX contribution, we adjust our FY27E/28E EPS forecasts by +0%/+13%, respectively, and modestly raise our target price from $292 to $308, based on 28x FY27E/28E P/E. Earnings preview — expected to be moderately positive: Driven by normal GB300 NVL72 production, approximately 10% QoQ growth in Blackwell shipments, and a small contribution from RTX6000, we now expect F1Q revenue of $80.6 billion, compared with Bloomberg consensus of $78.8 billion and buy-side expectations of $80.0 billion. As Blackwell shipments continue to increase, we expect F2Q guidance of $91.0 billion, or actual revenue of $93.0 billion, compared with Bloomberg consensus of $86.2 billion and buy-side expectations of around $90.0 billion. Our forecast does not include any Rubin contribution, as we believe it has already been delayed to mass production in September. Given the company’s sizeable cash position and free cash flow, its capital return plan is also worth watching. Blackwell, Vera, and LPX will offset the widely known impact of Rubin’s delay: According to our monthly report published on the 12th, due to earlier heatsink design changes, we expect Rubin’s timeline to be: QS in July, MP in September, and rack mass production in October. In terms of performance, we believe the redesigned version will still maintain the 2300W specification this year. On the other hand, LPX rack ramp-up is faster than expected. We still expect 16,000 LPX racks to ship from 4Q26 through 2027, contributing approximately $70 billion in revenue during this period. In addition, we believe NVIDIA may have shifted N3 wafer capacity from Rubin to Vera CPU in order to capture the Agentic AI trend. Overall, with deeper software–chip integration, the company is likely to capture a larger share of the data center silicon TAM. $NVDA

说个所有AI创业者都不愿意承认的事实： 现在做一个AI工具的门槛已经降到了地板， 普通人做一个AI工具都只需要一天， 但学会用它干成一件事，却至少得一个月， 感觉像是AI时代的一个悖论😅 5.7M 阅读 23 万点赞的这条推，表面看是游戏圈在自嘲， 视频展示的是一颗树莓 237 万个高斯点，做一筐扔进游戏直接 2 FPS， 但如果把游戏开发四个字去掉，你会发现这是 2026 年所有 AI 工具用户的共同故事。 我先先把这个梗讲透： 原推作者 @DanyBittel 用 90 组焦点堆栈、每组 68 张照片，重建出来这颗树莓，总共 237 万个高斯点， 这是一种叫 3D Gaussian Splatting 的新型 AI 重建技术，简称 3DGS， 视觉效果有多吓人呢？ 每一颗小果粒的绒毛、表面光泽、半透明的果肉质感全都纤毫毕现，在 RTX 3060 Ti 这种中端显卡上还能跑 100+ FPS，前提是只有这一颗🙃 @nazbowling102 的笑点在这里，老哥迫不及待想看哪个独立游戏开发者一激动，把一整筐这种树莓当道具扔进游戏里，然后纳闷为啥游戏跑 2 FPS🤣 我觉得这个吐槽之所以 5.7M 阅读，是因为它戳中了游戏圈的集体回忆—— Monster Hunter Wilds 一颗八角茴香用了 2048 乘 4096 的纹理直接卡帧，Cities Skylines 2 给行人建了高精度牙齿模型，全都是一个小道具毁全局的真实事故。 但这条推真正让我深入研究的还不是游戏开发的事，虽然我是个游戏爱好者，但对于游戏开发是个小白。 ayi干货输出开始！ 咱们把游戏开发四个字去掉，这个故事正在所有 AI 工具领域都能同步上演， AI 生成的图，单张精美绝伦，但批量做长素材时质量瞬间崩溃， AI 生成的视频，10 秒钟惊艳，1 小时长片的管线一团乱， AI 生成的代码，单个函数完美，扔进项目跑起来一堆隐藏依赖， 共性是同一条规律： 新工具让做出来这件事的门槛降了 100 倍， 但用得动、跑得稳、能交付这件事的门槛反而升高了 10 倍。 过去做不出来是因为没人能做，现在做出来是因为工具太好用， 但优化、压缩、整合、降本的脏活累活没人帮你干，AI 工具时代真正稀缺的不再是创造力，而是生产工程能力。 所以我觉得这条树莓推真正的价值，不是教育游戏开发者怎么做 LOD， 是给所有正在被新工具喂得满嘴流油的人一个提醒： demo 级和生产级永远隔着一条河， AI 让前者变得免费， 后者还是要你自己游过去的！