超节点互连技术落地，国产万卡超集群首次真机亮相

Core Insights - The launch of the scaleX万卡超集群 marks the first physical appearance of a domestic万卡级 AI cluster system in China, showcasing significant advancements in AI computing capabilities [1][3] - The scaleX640 super node, part of the scaleX万卡超集群, integrates 16 super nodes and achieves a total computing power exceeding 5 EFLOPS, highlighting the growing demand for high-performance computing in AI applications [3][5] - The industry is transitioning from traditional server architectures to super node designs, which offer higher density and performance, becoming the preferred architecture for new万卡级 clusters [2][5] Company Developments - 中科曙光's scaleX640 super node is recognized as the world's first single cabinet-level 640-card super node, emphasizing the company's leadership in high-density computing solutions [2][3] - The scaleX万卡超集群 utilizes the scaleFabric high-speed network, which can achieve 400Gb/s bandwidth and less than 1 microsecond communication latency, significantly enhancing inter-node communication efficiency [7][8] - The company is addressing challenges related to system cooling, stability, and reliability as it scales up its super node architecture to meet the increasing demands of AI workloads [6][8] Industry Trends - The demand for computing power is rapidly increasing as AI models evolve from hundreds of billions to trillions of parameters, necessitating the development of万卡级 and beyond computing clusters [1][5] - Major international players like Meta, Microsoft, and OpenAI are also investing in the construction of 100,000-card clusters, indicating a global trend towards larger-scale AI computing infrastructures [6] - The industry is facing critical challenges in scalability, reliability, and energy efficiency as computing centers grow from megawatt to gigawatt levels, necessitating innovative power supply technologies and advanced management software [8]