Sugon(SH:603019) Jing Ji Guan Cha Wang·2026-02-12 16:02Core Insights - The launch of the national supercomputing internet core node in Zhengzhou marks a significant advancement in domestic computing infrastructure, capable of providing over 30,000 AI acceleration cards [2] - The AI industry has seen a dramatic increase in computational demands, with model parameters growing from millions to trillions, leading to exponential growth in computational requirements [3] - The domestic computing industry has faced structural contradictions, with high demand for stable computing power on one side and severe fragmentation on the supply side [4] Industry Challenges - Different manufacturers have developed their own hardware designs, software stacks, and interconnection protocols, leading to a closed technology route that complicates resource scheduling and increases user migration costs [5] - The market requires efficient, secure, and stable intelligent computing infrastructure [6] Strategic Direction - In 2025, the company proposed an "AI Computing Open Architecture" strategy focused on division of labor and collaboration [7] - The scaleX supercluster launched in Zhengzhou is a product of this strategy, overcoming various technical challenges such as hardware-software optimization and high-density integration [8] Technological Innovations - The scaleX supercluster utilizes ultra-high-density blade technology and immersion phase change cooling, increasing computing density by 20 times and reducing Power Usage Effectiveness (PUE) to 1.04 [8] - The system supports heterogeneous deployment of different brands of domestic acceleration cards and is compatible with mainstream computing ecosystems like CUDA, achieving optimization for over 400 major models [9] Application and Impact - The supercluster can support the training and fault tolerance of trillion-parameter models, enhancing the efficiency of core intelligent business operations for leading internet companies [10][11] - It has significantly improved research efficiency in fields like materials science and protein research, demonstrating the potential of integrated computing, data, and application scenarios to drive economic development [11][12] Future Outlook - The company aims to continue promoting an open, efficient, and secure direction for domestic intelligent computing infrastructure, focusing on innovation across the entire supply chain [13][15] - The emphasis will be on solving the adaptation challenges of heterogeneous computing power and enhancing resource utilization efficiency [13]