Core Insights - The leading domestic large-scale intelligent computing supercluster system is set to debut at the HAIC2025 from December 17 to 19, 2025, in Kunshan, which will provide comprehensive support for breaking through the domestic AI computing power bottleneck and further improve the AI computing power industry chain layout [1][2] Group 1: Technology and Design - The supercluster system is designed with an open collaboration core concept and will feature domestically developed high-speed interconnect network technology, which is expected to break industry records for computing power density and achieve both "scale expansion" and "performance enhancement" [1] - The system is based on the Shuguang scaleX640 super node technology, potentially reaching a computing power scale of tens of thousands of cards, placing it at the forefront of domestic intelligent computing devices [2] Group 2: Performance and Compatibility - The scaleX640 super node is the world's first single cabinet-level 640-card super node, with a "one-to-two" high-density architecture that can form a thousand-card computing unit, doubling performance and increasing density by 20 times compared to similar products [2] - In scenarios involving MoE trillion-parameter large models, performance is expected to improve by 30% to 40%, and the system is compatible with multiple brands of domestic accelerator cards, showcasing significant adaptability and cost-performance advantages [2] Group 3: Industry Impact - The potential release of the tens of thousands of card supercluster represents a milestone for domestic intelligent computing, transitioning from "single-point breakthroughs" to "clustered implementation" [2]

Core Insights - Hewlett Packard Enterprise Co. (HPE) shares fell in premarket trading after the company provided a sales outlook that did not meet high expectations for its AI server business, projecting revenue between $9 billion and $9.4 billion and profit of 57 to 61 cents for the quarter ending in January, while analysts had expected $9.88 billion in sales and 53 cents in profit [1][2] Group 1: Sales and Profit Outlook - HPE's revenue for the fiscal fourth quarter ending October 31 was $9.68 billion, which was a 14% increase year-over-year but still below the average analyst estimate of $9.9 billion [6] - The company reported a profit of 62 cents per share, exceeding the average analyst estimate of 58 cents [6] - Delays in server deals for AI workloads, including a significant transaction in Europe and agreements with the US government, contributed to the shortfall in sales expectations [2][4] Group 2: Market Reaction and Investor Sentiment - Following the sales outlook announcement, HPE shares dropped as much as 9.3% in premarket trading after closing at $22.90, despite having gained 6.7% year-to-date prior to the announcement [3] Group 3: Future Demand and Strategic Focus - HPE continues to experience substantial interest in its AI servers, particularly from government and business customers, although demand is expected to remain uneven due to extended lead times for orders from large sovereign customers [4] - The company is focusing on networking as a key area for future growth, highlighted by its recent acquisition of Juniper Networks Inc. for approximately $13 billion, which has improved profit margins through cost-cutting and increased sales of networking equipment [5]