According to BlockBeats, on July 24th, based on BIT (bit.com) market data, AMD (AMD.O) stock price fell to an intraday low, currently down 4.72%, after previously rising as much as 0.66%.

AMD CEO Lisa Su just announced the release of the Helios AI server rack. Helios is now in full production and will begin shipping soon; the MI450 AI accelerator will become the industry's most powerful AI accelerator.

According to BlockBeats, on July 24th, Citrini analyst Jukan cited recent key points from DeepSeek founder Liang Wenfeng, pointing out that AI-driven code generation and high-level programming languages such as TileLang are rapidly lowering the entry barriers to the CUDA ecosystem. While DeepSeek uses NVIDIA GPUs to train its V3 model, it has significantly reduced its dependence on the NVIDIA software ecosystem through its self-developed compiler and TileLang environment. Previously, Liang Wenfeng predicted that if TileLang and the DeepSeek compiler were ported to Huawei chips, the ecosystem problem of Chinese chips could be largely solved within about a year, with the only real bottleneck being production capacity. Liang Wenfeng quantified the chip gap between China and the US—approximately four times the hardware efficiency and about two years the time lag—and revealed that DeepSeek is working closely with Huawei and expects to obtain approximately 16,000 Huawei AI chips, with the Huawei 950 SuperNode replacing the workload of the GB200/GB300. Analyst Jukan characterized this as "CUDA's moat is coming to an end," expressing a very bearish view on Nvidia.

Jukan added that this logic is precisely one of the reasons for his bullish view on AMD—advances in AI coding will naturally accelerate the development of the ROCm ecosystem, helping to narrow the gap with CUDA. AMD recently announced its active use of Claude Code for chip design and software engineering when it invested in Anthropic. In summary, advancements in AI programming tools are systematically eroding Nvidia's competitive advantages from the software side. The problems in China's chip ecosystem will be rapidly resolved due to code generation capabilities, while AMD will benefit from the acceleration of ROCm. Nvidia's CUDA moat, which sustains developer engagement, is facing a double whammy, and catching up in hardware efficiency and production capacity is only a matter of time.

According to PolyBeats , SpaceX has just released a live stream page for the 13th test flight of its Starship spacecraft, showing the live stream will start at 6:14 AM (UTC+8) on the 24th. On the prediction market Polymarket, the probability of "SpaceX launching Starship today (the 23rd local time)?" is currently 64%, and the probability of a launch this month has reached 91%.

Starship Flight 13 was aborted automatically about one second before leaving the launch pad after ignition on the morning of July 17.

The Federal Aviation Administration (FAA) has continued to list SpaceX's Starship 13th flight test as a scheduled mission in its latest operations plan released today. Flight 13 is expected to launch as early as 5:45 PM Texas time (06:45 AM Beijing time on July 24), with the 90-minute launch window lasting until 08:15 Beijing time. The Next Spaceflight live page shows that all 19 launch readiness conditions, including rocket testing, stacking, airspace notifications, and maritime warnings, have been met, and no new technical glitches or delays have been announced.

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