华为徐直军，罕见公开华为AI算力版图，新超节点已超越英伟达

Core Insights - Huawei's Vice Chairman Xu Zhijun unveiled the company's AI computing power roadmap at the HC 2025 conference, detailing the evolution of the Ascend chip series over the next three years, with a focus on doubling computing power annually [3][4] Group 1: AI Computing Power Development - The Ascend 950 series will launch in Q1 2026, followed by the Ascend 960 in 2027 and the Ascend 970 in 2028, with significant advancements in low-precision data formats, vector computing power, interconnect bandwidth, and self-developed HBM [3][4] - The Atlas 950 and Atlas 960 supernode products were introduced, with the Atlas 950 featuring 8192 cards and an FP8 computing power of 8E FLOPS, set to launch in Q4 2026, significantly surpassing NVIDIA's concurrent offerings [3][4] Group 2: Expansion into General Computing - Huawei is extending its supernode concept to general computing with the TaiShan 950 supernode, which aims to outperform traditional databases and high-end servers by achieving a 2.9x performance boost without requiring database modifications [4] - The self-developed "UnifiedBus" interconnect protocol will be open-sourced from version 2.0, promoting a truly open supernode ecosystem [4] Group 3: Market Reaction and Collaborations - Following the announcements, Huawei's computing power concept stocks surged, with companies like Fenghuo Communication hitting the daily limit, and others like Xingtuxinke and Xinghuan Technology seeing significant gains [6][9] - Companies in the Huawei ecosystem, such as Fenghuo Communication and Xingtuxinke, are actively collaborating with Huawei on various AI solutions and have received certifications for their compatibility with Huawei's Ascend platform [9] Group 4: Industry Outlook - Analysts from Zhongyin Securities noted a rising industry sentiment, with domestic computing power expected to see significant growth, driven by high utilization rates in wafer manufacturing and semiconductor equipment orders [10]