2026 年 2 月 5 日，由中科曙光 提供 的三套 scaleX 万卡超集群在国家超算互联网核心节点同步 上线试运行 ， 成为 全国首个实现 3 万卡规模部署并投入实际运营的最大国产 AI 算力池，全面支 撑万亿参数大模型训练、高通量推理、 AI for Science 等前沿 AI 计算场景，国产智能算力迈向 " 好用、易用、普惠 " 的 新阶段 。 技术突破：两个月完成从展示到部署的 "中国速度" 从 2025 年 12 月 HAIC 大会首次真机亮相，到如今规模化落地 ， scaleX 万卡超集群仅用不到两 个月 即完成实战落地， 彰显了我国 大规模智能计算系统 的集成能力与产业协同效率。 这背后是复杂的系统工程。中科曙光以系统性创新，攻克高速互联网络、存算传紧耦合设计、高密供 电与散热、统一资源高效调度等关键技术难题。 基于 AI 计算开放架构， scaleX 万卡超集群可全面兼容 CUDA 等主流软件生态，支持多品牌国产 加速卡混合部署，大幅降低开发者迁移适配门槛，更关键的是，其具备向十万卡、百万卡规模的灵活 扩展能力，为产业规模化发展预留充足空间。 实用价值：全栈赋能 AI 产业创新 AI 算 ...

摘要： 这不仅是一个算力节点的落成，更是我国"全国一体化算力网"战略进入实质性推进阶段的重要标志。中 国算力产业正以独特的路径构建自主可控、开放协同的算力新生态，打开算力资源优化配置与高效利用 的新窗口。 闭环成形：从算力到算网到AI应用 "十五五"规划建议提出"建设全国一体化算力网"的战略目标，将算力提升到与水电同等重要的新型基础 设施地位。回看中国算力自主化进程，其实早已形成清晰的时间表与路线图。 核心节点的战略意义超越了一个计算中心的范畴，它不仅重新定义了普惠易用的新高度，更重塑了算力 基础设施的建设理念。 伴随人工智能成为全球科技竞争的制高点，算力已超越传统基础设施范畴，成为驱动数字经济发展的核 心引擎。 当前，AI大模型需求呈现爆炸式增长，各行业亟需结合自身特征开发垂类模型，但算力资源不足问题 日益凸显，成为制约产业升级的关键瓶颈。同时，国家已投建的大量超算中心，也因硬件与应用脱节、 生态体系不接轨等问题，出现算力闲置现象，资源配置效率亟待提升。 为破解上述痛点、激活算力价值，国家超算互联网平台应势而生，经过两年多积极探索，这项工作迎来 重要里程碑——2026年2月5日，国家超算互联网核心节点上线试 ...

截止到目前，国内已经有十多家企业推出了"超节点"，动作上却出现了"变形"：似乎只要把几十台服务器塞进一个机柜，用光纤连接在一起，就能贴 上"超节点"标签，对外宣称打破了摩尔定律。 在对比多款"超节点"的技术逻辑后，我们发现了一个残酷的技术真相：倘若无法实现"内存统一编址"，所谓的"超节点"多少有些"李鬼冒充李逵"的嫌疑， 本质上还是传统服务器的堆叠架构。 01 为什么需要超节点？根源在于"通信墙" 让我们先回到原点：为什么在互联网时代用了二十多年的Scale Out集群架构，在大模型时代却行不通了？ 中国信通院在几个月前发布的《超节点发展报告》中已经给出了答案，将原因形象地归纳为"三堵墙"： 当万亿参数的多模态大模型成为一种常态，AI行业的 " 军备竞赛 " 早已转向： 不再只是卷模型参数、堆叠服务器，而是深入底层计算架构，开启了一场 " 系统级对决 " 。 "超节点"由此成为计算产业的"新宠"。 第一个是通信墙，在大模型训练场景中，通信频次随模型层数和并行度呈指数级增长，微秒级的协议栈延迟在万亿次迭代中累积，将导致计算单元长时间 处于等待状态，直接限制算力利用率。 第二个是功耗与散热墙，为了解决延迟和等待， ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment cooled l ...

Core Insights - Q/C Technologies, Inc. has appointed Chelsea Voss to its Board of Directors, enhancing its expertise in advanced computation and AI systems [1][3] Company Overview - Q/C Technologies is focused on pioneering energy-efficient quantum-class computing infrastructure, specifically through the development of quantum-class laser processing units (qc-LPU) [5] - The company has a licensing agreement with LightSolver, granting exclusive rights to innovative quantum-inspired laser-based processing units aimed at solving compute-intensive problems at high speeds [5] Board Appointment - Chelsea Voss brings significant experience from her role at OpenAI, where she contributed to the development and deployment of advanced AI systems [2][3] - Voss's background includes expertise in machine learning infrastructure, model evaluation, and hardware reliability, which will support Q/C Technologies' quantum-class computing strategy [2][3] Strategic Goals - Q/C Technologies aims to address fundamental challenges in computation, efficiency, and scalability, particularly in the realm of photonic computing [3] - The partnership with LightSolver is intended to enhance the performance and sustainability of next-generation applications in the cryptocurrency domain [5]

Core Insights - The article highlights the rapid industrial transformation and economic development in Henan, emphasizing the establishment of innovative factories and smart production lines that contribute to high-quality economic growth in the region [1] Company Developments - A computing giant has submitted its listing guidance to the Henan Securities Regulatory Bureau, marking a significant milestone in the digital transformation journey of the region [2] - The company has established a 182-acre base in Zhengzhou, featuring a 270,000 square meter complex that includes an administrative building, global advanced computing exhibition hall, and laboratories, creating over 3,000 high-end jobs [2] - The company aims to achieve a revenue of over 40 billion yuan by 2024 and expects to surpass 50 billion yuan by 2025, indicating a strong growth trajectory [2] Strategic Alignment - The rise of the computing company aligns with Zhengzhou's strategic plan to become a leading hub for computing power, aiming to build a dual-first city in supercomputing and intelligent computing [4] - The company has established a global network with 10 R&D centers and 6 supply centers, serving over 10,000 clients across more than 100 countries and regions [4] Market Impact - The company has become a leader in the liquid-cooled server market in China, maintaining the top market share for two consecutive years [4] - The establishment of a production base in Zhengzhou has led to a rapid market share increase, with the company ranking third in the domestic market within six months of operation [4] Ecosystem Development - The company is recognized as a "chain leader" in Henan's advanced computing industry, driving collaborative upgrades across the supply chain [5] - Local companies, such as Henan Letongyuande Information Technology Co., have benefited from the company's expertise, successfully integrating into its localized supply chain [5] Innovation and Future Vision - Zhengzhou has seen the establishment of numerous innovation platforms and research institutes, enhancing its status as a regional technology innovation hub [5] - The company aims to empower various industries through its vision of building a smart era, focusing on computing power, digital business, and energy solutions [5]

Core Insights - The article highlights the transformation of Henan's economy through innovation and industrial upgrades, showcasing the emergence of smart production lines and innovation factories as key drivers of high-quality economic development [3]. Group 1: Company Overview - Super Fusion, a computing power giant, has submitted its listing guidance to the Henan Securities Regulatory Bureau, marking a new milestone in the digital transformation of the region [4]. - The company occupies 182 acres with a building area of 270,000 square meters, creating over 3,000 high-end jobs and aiming for revenue to exceed 40 billion yuan by 2024 and 50 billion yuan by 2025 [4]. - Super Fusion has established 10 R&D centers and 6 supply centers globally, serving over 10,000 clients across more than 100 countries and regions [5]. Group 2: Industry Impact - The rise of Super Fusion aligns with Zhengzhou's strategic plan to become a leading computing power hub, aiming to build a dual-first city in supercomputing and intelligent computing [4]. - The company has achieved a market share of third place in the domestic market for liquid-cooled servers, demonstrating the strength of "Zhengzhou manufacturing" [5]. - Zhengzhou's electronic information industry saw a 24.6% year-on-year increase in added value in November 2025, significantly driven by Super Fusion's presence [5]. Group 3: Ecosystem Development - Super Fusion acts as a "chain master" in Henan's advanced computing industry, promoting a collaborative upgrade of the supply chain through a "technology + service + ecosystem" model [6]. - The establishment of the Zhongyuan Science and Technology City Innovation Alliance and the presence of 16 top universities' research institutes in Zhengzhou contribute to a robust innovation ecosystem [6]. - The company aims to empower various industries through its vision of building a smart era, enhancing its role in the global computing power landscape [6].

人民财讯1月16日电，蜂云时代官微消息，近日，工信部印发《"人工智能+制造"专项行动实施意见》， 提出加快构建新型算力体系。顺应国家战略方向，蜂云时代受邀赴工信部开展交流汇报，围绕公司在太 空计算、空天地一体化算力体系及AI算力方向的研究与产业布局进行了介绍。本次交流聚焦人工智能 与太空计算方向，围绕新型算力体系建设、算力资源高效协同及空天地一体化能力展开，探讨了算力基 础设施在支撑太空计算、AI算力及空天地一体化能力发展中的关键作用。同时，相关专家针对在未来 产业方面的发展重点，对蜂云时代在太空计算、AI算力及具身智能等方向的探索给予了专业指导。资 料显示，蜂云时代聚焦太空计算、AI算力基础设施及具身智能等领域，打造"天、地、端"全栈基座服务 体系。2025年12月份，蜂云时代透露，公司携手佳都科技（600728）探索天基算力如何有效赋能城市核 心场景，为智慧交通等应用提供新的生产力路径。 ...

Core Insights - One Stop Systems, Inc. (OSS) is focused on rugged enterprise-class computing, particularly in artificial intelligence (AI), machine learning (ML), and edge sensor processing [1][5] - Industrial Alliance Securities has set a price target of $9 for OSS, indicating a potential price increase of approximately 25.75% from its current price of $7.16 [1][5] Financial Performance - OSS has sold Bressner Technology GmbH to Hiper Euro GMBH for $22.4 million, allowing the company to concentrate on its core markets [2][5] - The original acquisition cost of Bressner was $5.6 million in 2018, resulting in a significant return on investment [2] - OSS's current stock price is $7.01, reflecting a 3.01% increase, with fluctuations between $6.69 and $7.41 during the trading day [3] - Over the past year, OSS's stock has experienced a high of $7.92 and a low of $1.85, indicating significant volatility [3][5] Market Activity - OSS's market capitalization is approximately $150.88 million, with a trading volume of 522,439 shares on the NASDAQ exchange [4]

Core Viewpoint - The report from Guohai Securities highlights the launch of the scaleX万卡超集群 by Zhongke Shuguang, marking a significant advancement in domestic AI supercomputing capabilities, with the system surpassing the 2027 roadmap of similar overseas products [1] Group 1: Product Overview - The scaleX万卡超集群 is a system composed of multiple scaleX640 supernodes interconnected via the scaleFabric high-speed network [1] - It features a global first with a single cabinet-level 640-card supernode, enabling a total deployment of 10,240 AI accelerator cards [1] - The overall computing power exceeds 5 EFlops, showcasing a breakthrough in computing, networking, and storage integration [1] Group 2: Competitive Advantage - Some technologies and capabilities of the scaleX万卡超集群 have already surpassed the 2027 NVL576 milestone of similar overseas products [1] - The core advantages include the innovative architecture and high performance, positioning Zhongke Shuguang favorably in the AI supercomputing market [1] Group 3: Market Outlook - The ongoing growth of national intelligent computing projects and CSP capital investments is expected to benefit Zhongke Shuguang as a leader in the domestic computing ecosystem [1] - The company's main business value is anticipated to be reassessed in light of the advancements in AI technology [1] - The report maintains a "buy" rating, reflecting confidence in the company's future prospects [1]