"超节点互联协议生态的碎片化，正成为制约其规模化部署的核心瓶颈。" 奇异摩尔CEO田陌晨说。 从当前产业实践来看，全球已形成多条技术路线并行竞争的格局：英伟达NVLink凭借成熟生态与全栈封闭 体系占据高端训练主导地位；华为灵衢依托超节点架构在国内智算中心实现规模化部署；UALink联盟以开 放标准为基础，打造多厂商兼容的开放互联协议，形成"反英伟达"联盟；ETH‑X、SUE等以太网开放协 议，以及OISA标准，在通用物理层之上构建原生超节点互联协议，兼顾开放生态与部署成本。 路线的差异客观上构成了彼此割裂的生态孤岛，设备互操作性受限， 客户一旦选定某条路线便深陷迁移成 本高昂的"单选题"困境。 "英伟达新一代DGX SuperPOD统一内存域的规模上限为576个Rubin GPU，核心原因正是其多层异构的 互联架构：GPU与CPU之间采用NVLink或PCIe、GPU与GPU之间采用NVLink，而跨服务器互联则采用 InfiniBand或以太网。"资深产业专家刘雨嫣表示， "不同层次的计算资源采用不同协议互联，会直接推高 集群维护成本，同时削弱网络弹性。" 不过这一困境并未动摇国内厂商自研的路径，不少厂商 ...

Group 1 - Huawei unveiled its AI computing capabilities at the Huawei Connect Conference, showcasing a comprehensive AI computing architecture that includes new Ascend chips, supernodes, and a new interconnect architecture called Lingqu [1][2] - The company emphasized that computing power is crucial for artificial intelligence and is a key component for China's AI development, aiming to create a "supernode + cluster" computing solution to meet the growing demand for computing power [1][3] - The Ascend chip series will see rapid iterations, with the Ascend 950 series set to launch in Q1 2026, followed by the Ascend 960 in 2027 and the Ascend 970 in 2028, with a goal of doubling computing power annually [2][3] Group 2 - Huawei's Kunpeng ecosystem is rapidly evolving, with the Kunpeng 950 expected to launch in Q4 2026 and the Kunpeng 960 in Q1 2028, positioning itself against Intel and AMD [3][4] - The company has developed a complete AI hardware and software system, moving beyond single-card solutions to clusters and supernodes, which are essential for AI infrastructure [4][5] - Huawei introduced the Atlas 950 SuperPoD and Atlas 960 SuperPoD supernodes, which support 8192 and 15488 Ascend cards respectively, claiming to be the world's strongest computing supernodes [5][6] Group 3 - Huawei has launched the world's first general-purpose computing supernode, TaiShan 950 SuperPoD, which aims to replace various large and small machines, showcasing its innovation in interconnect technology with the Lingqu protocol [6][7] - The company is focusing on creating a sustainable computing industry based on available chip manufacturing processes, emphasizing the need for system-level computing rather than just single-processor solutions [7][8] - Huawei's approach to AI computing is characterized by systematic innovation and a focus on building a robust computing ecosystem, aiming to provide new computing options globally [3][6]