Core Insights - Huawei is making significant advancements in AI computing power, showcasing a comprehensive AI computing architecture at the Huawei Connect Conference [1][3] - The company aims to establish a sustainable computing ecosystem based on its proprietary Ascend chips and Kunpeng CPUs, positioning itself as a key player in the AI market [5][8] Group 1: AI Computing Strategy - Huawei's AI computing strategy is centered around the Ascend chip series, with a roadmap for iterative upgrades over the next three years, aiming for a doubling of computing power annually [3][5] - The upcoming Ascend 950 series is designed to enhance training efficiency and support various low-precision data formats, indicating a focus on optimizing AI workloads [3][4] Group 2: Supernodes and Clusters - Huawei introduced new supernode products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, positioning them as leaders in global computing power [6][7] - The Atlas 950 SuperCluster and Atlas 960 SuperCluster are set to exceed 500,000 and 1 million cards, respectively, further solidifying Huawei's dominance in AI infrastructure [6] Group 3: Competitive Landscape - Despite NVIDIA's current dominance in the AI chip market, Huawei is rapidly developing its Ascend and Kunpeng chips to compete effectively within the Chinese AI landscape [5][6] - Huawei's approach includes a focus on system-level engineering and innovation, aiming to create a competitive edge in the evolving AI computing sector [7][9]

《人民日报》采访原文中，任正非原话的确是"芯片问题其实没必要担心，用叠加和集群等方法，计算结果上与最先进水平是相当的。"不过，这一个回 答， 实际续接的是"您对人工智能的未来背景怎么看"。也就是说，任正非的本意并没有那么"高调"，而是说中国在AI领域有芯片可用，正因为在单芯片 性能上落后美国芯片不少，所以昇腾才要剑走偏锋，通过堆叠（istack）和集群（Cluster）去力求达到英伟达那种性能。 其实只需要把原来的标题改成"AI芯片的问题没必要担心"，仅仅一词之差，整体的语义就回归了。实际原文中任正非整体态度很谦虚，但看到这样的报 道，或许有些人就会认为任正非很"狂"。此类的断章取义其实还有很多…… "被误解"的任正非 实际上，如果经常关注国外报道，也许你会看到这样的字眼——华为创始人认为中国无需担心美国芯片制裁。 但如果细细品味一下《人民日报》的原文报道，就会发现，这种说法完全是境外媒体的捏造和臆测。任正非这一篇采访非常振奋人心，不仅提振了国内芯 片行业的士气，也非常谦逊，接受批评，正视不足，是一篇值得细细品味的报道。 中共中央办公厅国务院办公厅关于进 保障和改善民生 着力解决群众急难愁盼的意见 (2025 ...