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互联技术扛起大旗,国产化闭环近了?
半导体行业观察· 2025-09-26 01:11
Core Viewpoint - The event "Networking for AI" highlighted the progress of the domestic AI computing power industry chain and emphasized the importance of collaboration among industry players to achieve a closed-loop ecosystem for AI computing power in China [1][3][6]. Group 1: Event Overview - The "Networking for AI" ecosystem salon was successfully held in Shanghai, focusing on the theme of achieving a closed-loop in the domestic AI computing power industry chain [1]. - Key industry players and technical experts from companies like China Mobile, Tencent Cloud, and others participated, showcasing advancements from computing chips to algorithm models and computing services [1][3]. Group 2: Industry Insights - The East China Branch of the China Academy of Information and Communications Technology emphasized the need for technological innovation, improved computing power scheduling systems, and deeper application integration to enhance the quality of the AI computing power industry in Shanghai [3]. - The shift from hardware procurement to ecosystem adaptation and co-construction in intelligent computing centers is crucial for overcoming domestic computing power bottlenecks [4][6]. Group 3: Technological Developments - The article discusses the significance of interconnect technology in AI infrastructure, highlighting its role in enhancing model performance and reducing costs [6][7]. - NVIDIA's advancements in interconnect technology, such as NVLink, are noted as strategic pillars for GPU communication, with high bandwidth capabilities [7][10]. Group 4: Collaborative Initiatives - The OISA (Open Intelligent Sensing Architecture) initiative aims to break traditional bandwidth and latency bottlenecks, facilitating large-scale deployment of AI computing clusters [14][15]. - Major companies like China Mobile and Xinhua San are collaborating to promote the integration of computing power and interconnect technology, with the OISA 2.0 protocol supporting up to 1024 AI chips and achieving TB/s bandwidth [14][15]. Group 5: Future Outlook - The demand for AI computing power is shifting from individual intelligence to collective intelligence, making interconnect technology increasingly vital for enhancing computing density and performance [18]. - The article concludes that the ability to effectively interconnect domestic computing power will be a key factor in winning the AI infrastructure competition in the coming years [18].