当开放架构遇上“产业大集”：国产AI生态进入“群体跃迁”时刻

Core Viewpoint - The competitive rules of China's AI industry are being rewritten, shifting the focus from hardware performance to ecological collaboration efficiency as a new measure of competitiveness in the AI computing industry [1][4]. Group 1: Industry Trends - The HAIC2025 event showcased over 2,500 upstream and downstream enterprises, indicating a trend towards breaking down "technology walls" and "ecological walls" to achieve a "group leap" in the AI computing industry [1][3]. - The concept of "open architecture" is becoming essential for overcoming industry bottlenecks, as it promotes shared key technologies and lowers the barriers for research and application [4][6]. Group 2: Open Architecture and Collaboration - The AI computing open architecture aims to transform the industry from "physical stacking" to "chemical fusion," addressing issues such as high-end computing power shortages and high innovation thresholds [6][10]. - The launch of the scaleX super cluster, capable of deploying 10,240 AI accelerator cards and exceeding 5 EFlops in total computing power, demonstrates the technical feasibility and advantages of the open architecture [4][6]. Group 3: Partner Practices and Innovations - Companies like Qingdao Thunder Technology and Unisplendour have successfully utilized the open architecture to lower R&D costs and enhance product compatibility, leading to innovations in various industry scenarios [7][8]. - The collaborative model of "multi-vendor cooperation and shared foundation support" has proven effective in driving the domestic AI ecosystem into a "group leap" phase, with significant advancements in sectors like gaming and healthcare [7][9]. Group 4: Future Outlook - The establishment of the "AI Computing Open Architecture Joint Laboratory" aims to invest 1 billion yuan over three years, involving over 150 member units and 1,000 R&D personnel to enhance domestic AI capabilities [12]. - The ongoing reinforcement of the open architecture's "linking" role is expected to lead to a higher quality "group leap" in the domestic AI ecosystem, providing solid support for the implementation of the "Artificial Intelligence +" strategy [12].