刚刚，全球级超节点首落中国，赛局变了

Core Viewpoint - The article emphasizes the significant advancements in China's semiconductor industry, particularly in the context of domestic data centers and the increasing demand for local chip solutions, which may lead to a reduction in the market share of imported chips like NVIDIA's in China [2][4]. Group 1: Domestic Chip Advancements - The recent release of the world's first single-cabinet 640-card super node, scaleX640, by Zhongke Shuguang marks a major breakthrough in domestic chip technology, designed to compete directly with NVIDIA's CUDA ecosystem [4]. - The scaleX640 super node features a "one-to-two" high-density architecture, achieving ultra-high-speed interconnects and enabling the construction of large-scale, high-bandwidth, low-latency communication domains [4]. - Compared to similar products in the industry, the scaleX640 has doubled its overall computing performance and increased the computing density by 20 times within a single cabinet [4]. Group 2: Competitive Landscape - Despite some performance gaps in underlying chip capabilities compared to NVIDIA's NVL72 super node architecture, the scaleX640 has surpassed NVIDIA in cooling technology, power supply solutions, hardware architecture, computing integration, and power density [5]. - Huang Renxun, CEO of NVIDIA, stated that China is poised to win the AI race due to favorable regulatory environments and lower energy costs, while criticizing certain countries for hindering progress [5]. - The emergence of open computing clusters like scaleX640 is seen as a way to bridge the gap in computing power by fostering collaboration across the AI industry, positioning China's AI innovation as a critical component for future advancements [5].