冲破AI算力瓶颈，华为开辟出一条“新中式”路径

Core Viewpoint - Huawei has established a non-symmetric competitive path towards world-class AI computing power by leveraging its strengths in system engineering and connectivity technology, shifting the focus from single-chip performance to system performance to gain a competitive edge [1][7]. Group 1: Industry Dynamics - The global AI industry is undergoing a restructuring centered on ecosystem integration, highlighted by significant investments and partnerships, such as Nvidia's $5 billion stake in Intel and OpenAI's $300 billion order with Oracle [2]. - The AI computing power is now recognized as a critical strategic resource, essential for national economic futures and strategic autonomy, with its demand growing exponentially, far exceeding that of general computing power [9][10]. Group 2: Huawei's Strategic Response - Huawei's recent announcements at the Shanghai All-Connect Conference 2025, including the launch of new Ascend chips and supernodes, signify a high-profile return after years of uncertainty due to sanctions [3][5]. - The company has adopted a new architecture that emphasizes system engineering capabilities to overcome the limitations of single-chip performance, focusing on the efficiency of inter-chip communication rather than just peak processing power [12][15]. Group 3: Technological Innovations - Huawei's supernodes, such as the Atlas 950 and 960, can support thousands of Ascend cards, creating a highly cohesive and low-latency computing environment for AI training tasks [13][15]. - The integration of these supernodes into larger clusters allows for unprecedented computing density, enabling seamless distribution of extensive AI training tasks across numerous processors [15]. Group 4: Ecosystem Development - Huawei aims to build a robust software ecosystem around its hardware, adopting an open-source approach to lower barriers for developers and encourage widespread adoption [17][18]. - The company recognizes the challenge of developer inertia towards established platforms like Nvidia and calls for collective efforts within the industry to foster a self-sustaining AI ecosystem [18]. Group 5: National Strategy Alignment - The "East Data West Computing" initiative aims to optimize energy consumption for data centers by leveraging the abundant clean energy resources in western China, supporting the economic feasibility of Huawei's supernode and cluster strategy [18]. - Huawei's strategic evolution from focusing on digital transformation to emphasizing AI infrastructure reflects a significant shift in its approach to addressing the foundational needs of AI development [20][21].