华为领衔，国产AI芯片撑起算力脊梁

Core Insights - Huawei's Ascend 384 supernode has made its debut, achieving a computing power of 300 Pflops through self-developed Matrix-Link technology, positioning it as a competitor to NVIDIA's latest GB200 NVL72 [1] - Domestic AI chip manufacturers are collaborating to build a robust ecosystem, with significant advancements showcased at the World Artificial Intelligence Conference [2] - The performance of domestic AI chip companies has surged, with notable revenue increases reported across the sector [2][3] Group 1: Huawei and Its Innovations - Huawei's Ascend 384 supernode has been recognized as a "treasure of the exhibition" at the World Artificial Intelligence Conference, attracting significant attention [1] - The supernode's architecture allows 384 cards to operate as a single computer, showcasing its advanced capabilities [1] - The deployment of Huawei's technology is already in multiple data centers across the country, providing services to various sectors including internet and automotive [2] Group 2: Domestic AI Chip Developments - Companies like Nucypher and Suirun Technology are developing advanced chips, with the C600 model set for small-scale production in Q4 of this year [1] - The domestic AI chip industry is experiencing rapid growth, with companies like Moore Threads reporting a 256% increase in revenue, driven by AI computing business [2] - Cambrian Technology has turned a profit for the first time in years, with a 40-fold increase in revenue and over 2-fold profit growth in Q1 of this year [3] Group 3: Industry Trends and Collaborations - The domestic AI chip industry is moving towards a trend of adopting local chips, with significant collaborations among companies like Xizhi Technology and ZTE [2] - The introduction of light-interconnected GPU supernodes is expected to reduce power consumption and latency significantly [2] - The overall performance of domestic AI chips has led to a substantial increase in market presence, indicating a shift away from reliance on foreign technology [3]