华为昇腾384超节点，相关A股公司全梳理

Core Viewpoint - Huawei showcased the Ascend 384 supernode at the World Artificial Intelligence Conference, which was awarded the title of "Treasure of the Museum" due to its significant advancements in computing power and bandwidth compared to NVIDIA's NVL72 solution [1] Group 1: Computing Power Scheduling and System Integration - The Ascend 384 supernode consists of 12 computing cabinets and 4 bus cabinets, achieving the industry's largest scale with 384 NPU cards interconnected via high-speed buses [1] Group 2: Server Integration and Manufacturing - The article highlights various companies involved in the server manufacturing and integration process, including: - Hengwei Technology, which developed an intelligent operation and maintenance system for supernode clusters and secured a 300 million yuan order from China Mobile for AI computing power scheduling [5] - Zhizhen Technology, a partner in optimizing communication protocols for Ascend AI computing pools [5] - Digital China, the largest distributor of Huawei Ascend, with a core service contract worth 860 million yuan for the Wuhan supernode construction project [5] Group 3: Core Hardware Support - Key players in the optical communication and connectors sector include: - Zhongji Xuchuang, a core supplier of 1.6T optical modules [6] - Xinyisheng, which has delivered 800G/1.6T modules in bulk [6] - Huagong Technology, currently validating silicon optical modules [6] Group 4: Chip Materials and Storage - Companies involved in chip materials and storage solutions include: - Bowei Alloy, which provides high-conductivity copper alloy for NPU heat dissipation, replacing US-based Materion [9] - Jiangbolong, which supplies enterprise-level SSD storage modules for training data caching [13] - Zhaoyi Innovation, which provides DRAM chips for the Ascend memory pool [13] Group 5: Software Development and Ecosystem - The software development landscape includes: - Runhe Software, which offers optimization tools for the MindSpore framework [13] - Changshan Beiming, which adapts government large models to supernode computing power [13] - China Software, which ensures compatibility of the Kirin system with Ascend [13]