“超节点+集群”：华为闯出AI算力自主创新之路

Core Viewpoint - Computing power is the engine of the digital economy, becoming a core resource in the intelligent transformation of society, especially with the rise of AI models [1] Group 1: Current State of Computing Power in China - As of June 2023, China's total number of operational computing power centers reached 10.85 million standard racks, with intelligent computing power at 788 EFlops, ranking among the top globally [1] - The rapid iteration of AI raises concerns about insufficient computing power [1] Group 2: Huawei's Strategy - Huawei is adopting a differentiated path by constructing a new computing supply system based on "super nodes + clusters" to address the increasing demand for computing power and external limitations in chip manufacturing [2] - The "super node" concept integrates computing chip resources to create a low-latency, high-bandwidth computing entity, enhancing computing efficiency for training and inference of large models [2] - Huawei's latest super node products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, support 8,192 and 15,488 Ascend cards respectively, with the computing power scale of the new clusters exceeding 500,000 and reaching 1 million cards [3] Group 3: Future Outlook and Innovations - Huawei aims to innovate systematically with the "super node + cluster" approach, providing sustainable and scalable computing power for China's AI development [3] - The company plans to advance its computing capabilities at a pace of nearly one generation per year, doubling the computing power each time [3] - Huawei has introduced the UnifiedBus protocol to overcome technical bottlenecks in large-scale super node interconnection, promoting an open ecosystem for computing power [5][6] Group 4: Open Source and Ecosystem Development - Huawei is committed to open-sourcing its Ascend hardware to accelerate developer innovation and build a robust ecosystem [6] - The trend towards open-source technology is seen as essential for the construction of a computing ecosystem, with significant implications for reducing computing costs and fostering comprehensive system innovation [6][7] - Recent government policies are aimed at strengthening the open-source landscape, providing a supportive environment for the development of the computing ecosystem in China [7]