scaleX万卡超集群首次亮相，HAIC揭示“开放生态”价值重估

Core Viewpoint - The first HAIC2025 conference aims to build an open ecosystem for domestic computing, addressing the dual constraints of performance and ecological walls in AI computing infrastructure [1] Group 1: Event Overview - The HAIC2025 conference took place from December 17-19 at the Kunshan International Convention Center, guided by the National Advanced Computing Industry Innovation Center [1] - The conference emphasized the need for an open, efficient, secure, and stable intelligent computing infrastructure [1] Group 2: Technological Innovations - The scaleX supercluster was unveiled, capable of supporting over 400 mainstream large models and achieving a total computing power exceeding 5 EFlops [2] - The supercluster is designed for trillion-parameter models and features a significant increase in computing density and energy efficiency [2] Group 3: Industry Challenges - The fragmentation of the domestic chip ecosystem is a major challenge, with issues such as high-end computing supply shortages and software ecosystem disintegration [3][4] - The need for a unified software architecture among domestic chip companies is highlighted to overcome these challenges [4] Group 4: Collaborative Efforts - The establishment of the AI Computing Open Architecture Joint Laboratory aims to foster collaboration among over 20 leading tech companies, with a planned investment of 1 billion yuan over three years [4][5] - The goal is to release over 50 joint research products annually and develop more than 30 systematic technical standards by 2027 [5] Group 5: Market Implications - The value assessment logic for domestic computing is shifting, with a focus on integration into an open ecosystem and shared software stacks as key indicators of long-term competitiveness [6] - The initiative promotes not only technological integration but also a re-evaluation of industry value centered around ecological efficiency [6]