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存储市场缺货潮升级,存储产业链公司业绩望显著改善;“国芯、国连、国用” 超节点智算应用“北京方案”发布——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-09-28 23:42
每经记者|杨建 每经编辑|彭水萍 (一)重要市场新闻 据工信部网站2025年9月28日消息,工业和信息化部等八部门印发《有色金属行业稳增长工作方案 (2025—2026年)》,其中提到,2025—2026年,有色金属行业增加值年均增长5%左右,经济效益保 持向好态势,十种有色金属产量年均增长1.5%左右,铜、铝、锂等国内资源开发取得积极进展,再生 金属产量突破2000万吨,高端产品供给能力不断增强,绿色低碳、数字化发展水平持续提升。 (二)行业掘金 点评:固态电池作为下一代动力电池的核心方向,凭借高能量密度、本质安全性和超长循环寿命,正加 速替代传统锂离子电池。全球头部企业普遍规划2027年实现全固态电池小规模量产,2030年进入规模化 应用阶段。中国凭借政策支持、技术储备(2024年专利申请量达日本3倍)和产业链优势,有望占据全 球40%市场份额。权威预计,2030年全球固态电池出货量将达614.1GWh,渗透率突破10%,市场规模 超2500亿元。中国作为最大单一市场,届时年市场规模预计达1163亿元,复合增长率达42%。概念股包 括龙蟠科技、鹏辉能源、道氏技术等。 (三)避雷针 井松智能:公司发布公告, ...
超节点智算应用“北京方案”发布,实现“国芯、国连、国用”
Xuan Gu Bao· 2025-09-28 14:53
Group 1 - The AICC2025 Artificial Intelligence Computing Conference was held in Haidian District, Beijing, from September 26 to 27, where over 30 companies, including China Mobile and Inspur Information, jointly released the "Beijing Plan" for intelligent computing applications [1] - The "Beijing Plan" aims to develop a supernode innovation consortium by integrating system vendors, large model developers, and application innovation companies to create industry-specific intelligent entities, promoting the concept of "national core, national connection, national use" [1] - Supernode technology is identified as a core innovation direction for AI computing infrastructure, designed to overcome performance and efficiency bottlenecks of traditional clusters through system-level architecture reconstruction [1] Group 2 - Supernode technology supports trillion-parameter model training and inference with higher energy efficiency and lower latency, facilitating the transition of AI from kilocalories to megacalories [1] - Future advancements in technologies such as optical interconnects and liquid cooling are expected to further reduce computing costs and accelerate the implementation of industry intelligence [1] - Companies mentioned in relation to this development include Feiling Kesi and SMIC [1]
阿里的磐久超节点和供应链
傅里叶的猫· 2025-09-27 10:14
昨天赶在阿里云栖大会的最后一天,特意从上海赶去杭州看了阿里的超节点,在现场拍了一个视频,但现场环境比较杂乱,人非常多。 | 42 | | | --- | --- | | ব J | | | 40 | | | 30 | | | 38 | | | 37 | ipmi0002 | | 36 | ipmi0001 | | 35 | | | 34 | 1U Power Shelf 33kW | | 33 | 1U Power Shelf 33kW | | 32 | 1U Compute Tray | | 31 | 1U Compute Tray | | 30 | 1U Compute Tray | | 29 | 1U Compute Tray | | 28 | 1U Compute Tray | | 27 | 1U Compute Tray | | 26 | 1U Compute Tray | | 25 | 1U Compute Tray | | 24 | 1U Compute Tray | | 23 | 1U Compute Tray | | 22 | 1U Non - Scalable NvSwitch5 Tray ...
华为发布全球最强超节点和集群;华为徐直军:明年Q1推出昇腾950PR,采用了华为自研HBM——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-09-18 23:53
Market News - US stock indices closed higher, with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48% [1] - International precious metal futures generally declined, with COMEX gold futures down 1.07% at $3678.2 per ounce and COMEX silver futures down 0.12% at $42.1 per ounce [1] - International oil prices slightly decreased, with WTI crude oil down 0.61% at $63.31 per barrel and Brent crude oil down 0.71% at $66.98 per barrel [1] - European stock indices all rose, with Germany's DAX up 1.35%, France's CAC40 up 0.87%, and the UK's FTSE 100 up 0.21% [1] Industry Insights - Huawei's Connect 2025 conference highlighted the importance of supernodes in AI infrastructure, with over 300 CloudMatrix 384 supernodes deployed [2] - Huawei plans to launch the Atlas 950 SuperPoD with a computing power of 8192 cards by Q4 2026 and the Atlas 960 SuperPoD with 15488 cards by Q4 2027 [2] - The supernode technology aims to overcome traditional cluster performance bottlenecks, supporting trillion-parameter model training and inference [3] - Huawei's self-developed low-cost HBM (High Bandwidth Memory) is expected to double computing power annually, enhancing AI server capabilities [4] - A new hydrogen negative ion prototype battery developed by the Dalian Institute of Chemical Physics could significantly impact large-scale energy storage and hydrogen applications [5] - The hydrogen energy market is projected to reach 4 trillion yuan by 2030, driven by technological breakthroughs and policy support [6]
晚报 | 9月19日主题前瞻
Xuan Gu Bao· 2025-09-18 14:59
Group 1: Computing Power - Huawei has launched the world's strongest computing power supernode and cluster, introducing the TaiShan 950 SuperPoD, which can replace various large and small machines as well as Exadata database integrated machines [1] - The supernode technology is seen as a core innovation direction for AI computing infrastructure, breaking through traditional cluster performance and efficiency bottlenecks [1] - The technology supports trillion-parameter model training and inference with higher energy efficiency and lower latency, pushing AI from the kilowatt to the megawatt era [1] Group 2: Hydrogen Energy - The Chinese Academy of Sciences has developed the world's first hydrogen negative ion prototype battery, marking a significant breakthrough in solid-state ion battery materials [2] - This new battery technology demonstrates the feasibility of hydrogen negative ions as energy carriers and opens new possibilities for hydrogen energy applications in energy storage [2] - The hydrogen energy market is expected to reach a scale of 4 trillion yuan by 2030, driven by technological breakthroughs and policy incentives [2] Group 3: Short Video Market - The overseas short video app market saw approximately 120.1 million downloads in August, with estimated in-app revenue reaching $196.4 million, marking a significant increase from July [3] - The total revenue for the overseas short video market has surpassed $1.088 billion in the first half of the year, with projections for annual revenue to reach $2.473 billion [3] - By 2027, the overseas short video market is expected to grow to $18.7 billion, potentially surpassing the domestic market [3] Group 4: Macro and Industry News - The China Charging Alliance reported an 88.5% year-on-year increase in electric vehicle charging infrastructure, with 4.53 million new installations from January to August 2025 [4] - China has built approximately 4.6 million 5G base stations, maintaining its position as the global leader in new energy vehicle production and sales for ten consecutive years [5] - The Ministry of Culture and Tourism has launched a three-year action plan to boost cultural and tourism consumption, with over 330 million yuan in subsidies planned [5]
超节点架构创新,开源开放共筑全场景算力底座
中国能源报· 2025-09-18 09:10
Core Viewpoint - Huawei has introduced an innovative super node architecture aimed at building a robust all-scenario computing foundation, emphasizing open-source and hardware openness to foster industry collaboration and innovation [1][10]. Group 1: Super Node Architecture - The super node architecture, based on the Lingqu interconnection protocol, allows multiple physical machines to be deeply interconnected, enabling them to function as a single logical unit for learning, reasoning, and efficient computing [1][2]. - This architecture addresses the challenges of traditional server stacking, which can lead to lower computing efficiency and frequent interruptions during training as cluster sizes increase [1][2]. Group 2: Product Launches - Huawei has launched several new products based on the super node architecture, including the Atlas 950 SuperPoD, Atlas 850 and Atlas 860 AI servers, Atlas 350 AI accelerator cards, and the TaiShan 950 SuperPoD [4][5]. - The Atlas 950 SuperPoD is designed for large-scale AI computing tasks, featuring innovations such as zero-cable electrical interconnection and enhanced liquid cooling reliability [4]. - The Atlas 850 is the first enterprise-grade air-cooled AI super node server, capable of forming a super node cluster with up to 128 units and 1024 cards [4]. Group 3: Performance Enhancements - The Atlas 350 accelerator card, utilizing the Ascend 950PR chip, offers a 2x increase in vector computing power and a 2.5x performance boost in recommendation inference scenarios [5]. - The TaiShan 950 SuperPoD features ultra-low latency of 370 nanoseconds and a bandwidth of 2.8T, significantly enhancing performance in database and virtual machine migration scenarios [5]. Group 4: Open Collaboration - Huawei is committed to open collaboration by sharing super node technology with the industry, allowing partners to develop products based on the Lingqu protocol and super node reference architecture [6]. - The company has opened its super node hardware, including NPU modules and AI accelerator cards, to facilitate incremental development by customers and partners [6]. Group 5: Software Innovation - Huawei is also focusing on software openness, with plans to open-source the Lingqu operating system components and support various open-source communities, accelerating developer innovation [9]. - The Ascend CANN and Mind series components will be open-sourced, prioritizing support for popular frameworks like PyTorch, enhancing flexibility for developers [9].
算力是中国人工智能的关键!华为徐直军最新发声
券商中国· 2025-09-18 08:28
有关算力和芯片,华为有最新消息。 9月18日,华为全球联接大会2025在上海开幕,华为副董事长、轮值董事长徐直军发表题为"以开创的超节点互联技术,引领AI基础设施新范式"的主题演讲,正式发 布全球最强算力超节点和集群。 徐直军指出:"算力过去是、未来也将继续是人工智能的关键,更是中国人工智能的关键。""基于中国可获得的芯片制造工艺,华为努力打造'超节点+集群'算力解 决方案,来满足持续增长的算力需求。" 发布全球最强算力超节点和集群 徐直军认为,超节点在物理上由多台机器组成,但逻辑上以一台机器学习、思考、推理。华为发布了最新超节点产品Atlas 950 SuperPoD和Atlas 960 SuperPoD超节 点,分别支持8192及15488张昇腾卡,在卡规模、总算力、内存容量、互联带宽等关键指标上全面领先,在未来多年都将是全球最强算力的超节点。 基于超节点,华为同时发布了全球最强超节点集群,分别是Atlas 950 SuperCluster和Atlas 960 SuperCluster,算力规模分别超过50万卡和达到百万卡,是当之无愧 的全世界最强算力集群。 徐直军表示,基于全球最强算力的超节点和集群,华 ...
华为宣布推出超节点架构,可将多台物理机器深度互联
Xin Lang Ke Ji· 2025-09-18 06:39
Core Viewpoint - Huawei has introduced an innovative super node architecture aimed at redefining large-scale effective computing power, emphasizing open-source and hardware openness to foster industry collaboration and innovation [2][3]. Group 1: Super Node Architecture - The super node architecture allows multiple physical machines to be deeply interconnected, enabling them to function as a single logical unit for learning, reasoning, and thinking [2]. - This architecture is designed to meet the computing needs of large data centers, enterprise-level data centers, and small workstations across various industries [2]. - Key features of the super node architecture include resource pooling, scalable expansion, and reliable performance, facilitating high bandwidth and low latency interconnections for computing and storage units [2]. Group 2: New Product Launch - Huawei has launched several new products based on the super node architecture, including the AI super node Atlas 950 SuperPoD, enterprise-level AI super node servers Atlas 850 and Atlas 860, AI next-generation cards Atlas 350, and the first universal super node Taishan 950 SuperPoD [2]. - These products are designed to enhance the capabilities of data centers and support a wide range of computing scenarios [2]. Group 3: Open Source Commitment - Huawei is fully opening its super node technology to share the technological benefits with the industry, promoting inclusive and collaborative innovation [3]. - The operating system components of the Lingqu protocol will be open-sourced, with code being integrated into various upstream open-source communities such as openEuler [3].
华为发布全球最强算力超节点和集群
Yang Guang Wang· 2025-09-18 04:07
央广网北京9月18日消息(记者 殷雨婷)今日,华为全联接大会2025在上海启幕,华为副董事长、 轮值董事长徐直军发表题为"以开创的超节点互联技术,引领AI基础设施新范式"的主题演讲,正式发布 全球最强算力超节点和集群。 徐直军指出:"算力过去是,未来也将继续是人工智能的关键,更是中国人工智能的关键,"并再次 强调:"基于中国可获得的芯片制造工艺,华为努力打造'超节点+集群'算力解决方案,来满足持续增长 的算力需求。" 徐直军认为,超节点在物理上由多台机器组成,但逻辑上以一台机器学习、思考、推理。华为发布 了最新超节点产品 Atlas 950 SuperPoD和Atlas 960 SuperPoD超节点,分别支持8192及15488张昇腾卡, 在卡规模、总算力、内存容量、互联带宽等关键指标上全面领先,在未来多年都将是全球最强算力的超 节点。基于超节点,华为同时发布了全球最强超节点集群,分别是Atlas 950 SuperCluster和 Atlas 960 SuperCluster,算力规模分别超过50万卡和达到百万卡,是当之无愧的全世界最强算力集群。 徐直军表示,基于全球最强算力的超节点和集群,华为对于为人工 ...
AI算力集群迈进“万卡”时代,超节点为什么火了?
Di Yi Cai Jing· 2025-07-30 07:59
Core Insights - The recent WAIC highlighted the growing interest in supernodes, with companies like Huawei, ZTE, and H3C showcasing their advancements in this technology [3][4][5] - Supernodes are essential for managing large-scale AI models, enabling efficient resource utilization and high-performance computing [3][4][5] - The shift from traditional AI servers to supernode architectures is driven by the increasing complexity and size of AI models, which now reach trillions of parameters [4][5][9] Group 1: Supernode Technology - Supernodes integrate computing resources to create low-latency, high-bandwidth computing entities, enhancing the efficiency of AI model training and inference [3][4] - The technology allows for performance improvements even when individual chip manufacturing processes are limited, making it a crucial development in the industry [4][9] - Companies are exploring both horizontal (scale out) and vertical (scale up) expansion strategies to optimize supernode performance [5][9] Group 2: Market Dynamics - Domestic AI chip manufacturers are increasing their market share in AI servers, with the proportion of externally sourced chips expected to drop from 63% to 49% this year [10] - Companies like墨芯人工智能 are adopting strategies that focus on specific AI applications, such as inference optimization, to compete with established players like NVIDIA [10][11] - The competitive landscape is shifting, with firms like云天励飞 and后摩智能 targeting niche markets in edge computing and AI inference, avoiding direct competition with larger chip manufacturers [11][12][13] Group 3: Technological Innovations - The introduction of optical interconnects in supernode technology is a significant advancement, providing high bandwidth and low latency for AI workloads [6][9] - Companies are developing solutions that leverage optical communication to enhance the performance of AI chip clusters, addressing the limitations of traditional electrical interconnects [6][9] - The focus on sparse computing techniques allows for lower manufacturing process requirements, enabling more efficient AI model computations [11][12]