# AMD Helios与NVIDIA Rubin成Supermicro访谈焦点

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-07-15 00:40
- AIHOT 分数：53
- AIHOT 链接：https://aihot.virxact.com/items/cmrkvpn3b01x5bi5qgz8egoqy
- 原文链接：https://x.com/SemiAnalysis_/status/2077070734124281997

## AI 摘要

AMD Helios。NVIDIA Vera Rubin。双倍宽机架。液冷。以及为什么存储突然成为主角。@dylan522p 与 @Supermicro_SMCI 首席商务官 Vik Malyala 进行了一场广泛对话。完整访谈如下。(1/3)🧵

## 正文

AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event. @dylan522p sat down with @Supermicro_SMCI Chief Business Officer Vik Malyala for a wide-ranging conversation. Full interview below. （1/3）🧵