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万卡集群点亮中原:国家级“智算样板间”的落地与远见
Xin Lang Cai Jing· 2026-02-09 01:21
郑州,天地之中、通衢古今。作为国际性综合交通枢纽,郑州已形成铁路、公路、航空等构成的交通运输网络。 如今,历史的接力棒移交到"算力"的手中。2月5日,由中科曙光提供的3套万卡超集群系统在国家超算互联网核心节点同时上线试运行,成为全国首个实 现3万卡部署、且实际投入运营的最大国产AI算力池。 随着核心节点上线试运行,3万张国产AI加速卡如星河般点亮中原大地,标志着郑州成为AI时代中国算力基础设施的战略枢纽。这不仅仅是一次全球领先 的大规模智能计算系统完成规模化部署落地,更是国家级"智算样板间"践行"开放架构"的关键里程碑,对于未来全国的产业协同、AI创新、生态赋能有着 重要意义。 核心节点上线,算力枢纽成形 从蒸汽时代到电气时代,再到如今的AI时代,人类社会生产力的每一次跃迁背后,都离不开一场关于基础设施的深刻变革。 "智算样板间"为何成色十足 在国家超算互联网核心节点中,中科曙光的scaleX万卡超集群堪称"动力心脏"。 scaleX万卡超集群通过 scaleFabric 高速网络互连而成,可实现 10240 块 AI 加速卡部署,采用采用超高密度刀片、浸没相变液冷等技术,将单机柜算力密 度提升 20 倍,P ...
上万台笔记本电脑冲刺交付
Xin Lang Cai Jing· 2026-02-08 22:43
"此次量产,填补了贵州本土国产便携式终端制造的市场空白,也顺应了当前公务办公移动化、便捷化 的需求升级。"云上鲲鹏总经理余茜介绍,公司自主研发的"兆瀚"品牌笔记本电脑搭载华为麒麟芯片, 并在操作系统上实现了自主可控,从技术层面保障了信息安全。 云上鲲鹏落地贵安4年以来,已从最初单一的硬件生产厂商,成长为集研发、生产、服务、生态整合于 一体的综合型科技企业。公司当前具备服务器年产能8万台、PC年产能20万台的硬核实力,2025年已突 破江苏、上海、四川等省外市场,将"贵安造"的各类品牌服务器推向省外。 "目前一天可生产2000台笔记本电脑,最近招了70名员工,加派人手生产,赶在春节前要交付。"云上鲲 鹏生产中心总监邓顺辉介绍,去年12月初,公司启动产线升级改造,仅一个多月就实现量产。 转自:贵州日报 本报讯(记者 陈玲)2月8日,位于贵安新区的贵州云上鲲鹏科技有限公司生产基地内,两条生产线正 高速运转,冲刺生产上万台"兆瀚"品牌笔记本电脑。这是贵州本土智造企业首次实现全国产便携式终端 制造。 ...
Super Micro (SMCI) Jumps 18% on ‘More-Than-Double’ Sales Target
Yahoo Finance· 2026-02-07 11:26
We recently published 10 Easy Double-Digit Gainers. Super Micro Computer Inc. (NASDAQ:SMCI) was one of the best performers last week. Super Micro grew its share prices by 18.10 percent week-on-week, with investor sentiment primarily bolstered by its target to grow its sales further by more than double, encouraged by its stellar second-quarter results. In an earnings call during the week, Super Micro Computer Inc. (NASDAQ:SMCI) said that its net income in the second quarter of fiscal year 2026 jumped by ...
Is One Stop Systems (OSS) One of the Hidden AI Stocks Under $10 to Buy?
Yahoo Finance· 2026-02-07 05:55
One Stop Systems Inc. (NASDAQ:OSS) is one of the hidden AI stocks under $10 to buy. On January 5, Alliance Global raised its price target for One Stop Systems to $9 from $8.50 while keeping a Buy rating following the company’s $22.4 million sale of its European value-added reseller, Bressner Technology, to Hiper Euro. The firm noted the sale price exceeded expectations and characterized the divested business as a minimal contributor to shareholder value due to its very low contribution margin. Consequent ...
Dow Closes Above 50,000 For First Time As Stocks Rebound From Recent Slump
RTTNews· 2026-02-06 21:16
After moving sharply lower over the past few sessions, stocks showed a substantial move back to the upside during trading on Friday. The major averages all showed substantial upward moves, with the Dow closing above 50,000 for the first time.The major averages reached new highs late in the session before giving back some ground going into the end of the day. The Dow soared 1,206.95 points or 2.5 percent to 50,115.67, the Nasdaq surged 490.63 points or 2.2 percent to 23,031.21 and the S&P 500 jumped 133.90 ...
Super Micro Computer Tumbles on AI Boom Backlash
247Wallst· 2026-02-06 14:03
Super Micro Computer ( NASDAQ:SMCI ) reported robust artificial intelligence (AI) growth in its fiscal second-quarter results on Tuesday after the markets closed, with revenue surging 123% year-over-year to $12.7 billion, exceeding estimates around $10.4 billion. ...
U.S. Stocks Move Sharply Lower, Nasdaq Slumps To Two-Month Low
RTTNews· 2026-02-05 15:59
Stocks have moved sharply lower during trading on Thursday, with the major averages all moving to the downside following the mixed performance seen in the previous session.The tech-heavy Nasdaq has shown another particularly steep drop, tumbling to its lowest intraday level in well over two months.Currently, the major averages are just off their lows of the session. The Nasdaq is down 356.26 points or 1.6 percent at 22,548.32, the S&P 500 is down 86.37 points or 1.3 percent at 6,796.35 and the Dow is down ...
Super Micro (SMCI) Gets 13% Boost as Sales, Outlook Soar
Yahoo Finance· 2026-02-05 07:27
We recently published 10 Stocks With Monster Gains. Super Micro Computer Inc. (NASDAQ:SMCI) was one of the top performers on Wednesday. Super Micro soared by 13.14 percent on Wednesday to finish at $35.04 apiece, as investor sentiment was fueled by a strong earnings performance in the second quarter of fiscal year 2026 and a highly optimistic outlook for the third quarter, with net sales targeted to more than double year-on-year. In an updated report, Super Micro Computer Inc. (NASDAQ:SMCI) said that ne ...
SMCI Soars Post-Earnings: Head Fake, or Sign of True Recovery?
Investing· 2026-02-05 05:54
Market Analysis by covering: Super Micro Computer Inc. Read 's Market Analysis on Investing.com ...
超微电脑公司(SMCI)-26 财年第二季度回顾:受益于广泛的 AI 需求,业绩超预期并上调指引,但利润率仍面临压力
2026-02-05 02:22
4 February 2026 | 3:47AM EST Equity Research Super Micro Computer Inc. (SMCI): F2Q26 Review: Beat & raise on broad-based AI demand, though margins remain under pressure SMCI F2Q26 EPS of $0.69 beat (v. GSe/ FactSet consensus $0.50/$0.49) driven by revenue outperformance ($12.7 bn v. GSe/consensus $10.5/$10.4 bn and guidance for $10-11 bn). First, gross margins remain under pressure, but EBIT margins benefited from operating leverage. Gross margins in the quarter were slightly softer than expected (6.4% v. G ...