AI芯片峰会速递（1）：昇腾全面开源与软硬协同战略亮相，生态加速与产业机遇显著提升

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved Core Insights - The Ascend ecosystem is shifting from a hardware-centric approach to a software-hardware co-design with full open-sourcing, enhancing its ecosystem and industry opportunities [1][8] - The focus in AI acceleration has transitioned from peak chip performance to end-to-end usability, emphasizing the importance of operator libraries and efficient communication-computation overlap [2][9] - The report highlights the need for high-quality documentation and support to build a robust open-source ecosystem that can compete with established frameworks like CUDA [3][11] Summary by Sections Event Highlights - At the AI Chip Summit, Huawei's Ascend chip manager presented a strategic shift towards a fully open-source and integrated software-hardware ecosystem, covering major AI frameworks and tools [1][8] - The collaboration with DeepSeek showcased advancements in operator fusion and system-level performance improvements for complex AI tasks [1][8] Commentary - The "software-first" strategy is essential for competing with CUDA, with a clear roadmap requiring substantial R&D investment and strong engineering governance [2][9] - Data movement is identified as a core bottleneck in AI computing efficiency, necessitating optimizations that can generalize across various model families [10] - A differentiated market strategy aims to lower entry barriers for developers while emphasizing the importance of comprehensive support and examples to enhance user experience [3][11] Industry Perspective - The industry is at a critical development juncture, with increased investment in AI infrastructure and a focus on model innovation [4][12] - Developers are encouraged to conduct proof-of-concept tests to evaluate the efficiency and stability of the Ascend ecosystem [4][12]