对话华为轮值董事长徐直军：“整个计算战略在五个字上”

Core Strategy - Huawei's core strategy is defined as "super nodes + clusters," which is central to its approach in the AI and computing landscape [1][2][10]. AI and Computing Capabilities - Huawei has developed a robust AI computing capability, claiming to have built the world's strongest computing cluster, with plans to launch new super nodes, including CloudMatrix 384 and Atlas 950 SuperPoD, in the coming years [2][12][16]. - The CloudMatrix 384 super node can support 384 Ascend computing cards, making it the largest commercial super node in China and one of the largest globally [10][12]. Competitive Positioning - Huawei's AI chips, including Ascend 910, are positioned to compete directly with NVIDIA's offerings, with Huawei asserting that its products will maintain a competitive edge in the market [9][16]. - The Atlas 950 super node is projected to outperform NVIDIA's upcoming NVL144 in several key metrics, including scale and total computing power [16][18]. Innovation Under Constraints - The company has been forced to innovate due to external pressures, particularly U.S. sanctions, which have limited its access to advanced chip manufacturing technologies [3][9][10]. - Huawei's approach to overcoming these challenges involves a shift from traditional computing architectures to a new "equal interconnection architecture," which enhances performance and scalability [11][19]. Future Product Roadmap - Huawei has outlined a clear product roadmap for its AI and computing chips, with multiple new products scheduled for release between 2026 and 2028, aiming for a doubling of computing power approximately every year [15][16]. - The company plans to introduce new series of AI chips, including Ascend 950PR, Ascend 950DT, and Ascend 960, alongside advancements in its Kunpeng CPU line [15][16]. Ecosystem Development - Huawei emphasizes the importance of building a robust ecosystem around its hardware, including open-source software initiatives to attract developers and enhance the usability of its products [20][21]. - The company aims to establish a self-sufficient ecosystem that does not rely on Western technologies, particularly in the AI domain, to ensure long-term sustainability and growth [21][22].