Core Viewpoint - Computing power is the engine of the digital economy, becoming a core resource in the intelligent transformation of society, especially with the rise of AI models [1] Group 1: Current State of Computing Power in China - As of June 2023, China's total number of operational computing power centers reached 10.85 million standard racks, with intelligent computing power at 788 EFlops, ranking among the top globally [1] - The rapid iteration of AI raises concerns about insufficient computing power [1] Group 2: Huawei's Strategy - Huawei is adopting a differentiated path by constructing a new computing supply system based on "super nodes + clusters" to address the increasing demand for computing power and external limitations in chip manufacturing [2] - The "super node" concept integrates computing chip resources to create a low-latency, high-bandwidth computing entity, enhancing computing efficiency for training and inference of large models [2] - Huawei's latest super node products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, support 8,192 and 15,488 Ascend cards respectively, with the computing power scale of the new clusters exceeding 500,000 and reaching 1 million cards [3] Group 3: Future Outlook and Innovations - Huawei aims to innovate systematically with the "super node + cluster" approach, providing sustainable and scalable computing power for China's AI development [3] - The company plans to advance its computing capabilities at a pace of nearly one generation per year, doubling the computing power each time [3] - Huawei has introduced the UnifiedBus protocol to overcome technical bottlenecks in large-scale super node interconnection, promoting an open ecosystem for computing power [5][6] Group 4: Open Source and Ecosystem Development - Huawei is committed to open-sourcing its Ascend hardware to accelerate developer innovation and build a robust ecosystem [6] - The trend towards open-source technology is seen as essential for the construction of a computing ecosystem, with significant implications for reducing computing costs and fostering comprehensive system innovation [6][7] - Recent government policies are aimed at strengthening the open-source landscape, providing a supportive environment for the development of the computing ecosystem in China [7]

Core Viewpoint - Huawei is leading the development of an open and shared AI computing ecosystem through its innovative supernode architecture, which aims to create an "AI highway" that benefits various industries and players of all sizes [1][2][26]. Group 1: Supernode Technology - Huawei unveiled the supernode architecture at the Huawei Connect conference, introducing a range of supernode products that cover all scenarios from data centers to workstations [3]. - The Atlas 950 SuperPoD is designed for large-scale AI computing tasks, featuring innovations in system-level design, including zero-cable interconnect and enhanced cooling reliability [4]. - Compared to NVIDIA's upcoming products, the Atlas 950 supernode shows significant advantages in scale, total computing power, memory capacity, and interconnect bandwidth, achieving 56.8 times, 6.7 times, 15 times (1152TB), and 62 times (16.3PB/s) respectively [5]. Group 2: Open Source and Collaboration - Huawei is fully opening its supernode technology to the industry, allowing for shared technological benefits and collaborative innovation [16]. - The company is also opening its hardware components, including NPU modules and AI cards, to facilitate incremental development by customers and partners [18]. - On the software side, Huawei is making its operating system components open source, enabling users to integrate and maintain versions according to their needs [20]. Group 3: Industry Impact and Ecosystem - The supernode technology is designed to serve various industries, including internet, finance, telecommunications, and manufacturing, enhancing computing efficiency and business capabilities [29]. - The UnifiedBus protocol enables high bandwidth and low latency interconnectivity among computing and storage units, addressing traditional cluster reliability issues [33]. - Huawei's approach fosters an open ecosystem where different hardware manufacturers and software developers can collaborate, breaking down barriers in the AI computing landscape [42]. Group 4: Future Prospects - The Atlas 950 SuperCluster is set to be 2.5 times larger and 1.3 times more powerful than the current largest global cluster, xAI Colossus, positioning Huawei as a leader in computing power [48]. - By promoting an open and collaborative AI computing environment, Huawei aims to establish a sustainable and secure foundation for the AI industry in China, potentially leading to a new cycle of innovation [52][53].

徐直军表示，基于全球最强算力的超节点和集群，华为对于为人工智能的长期快速发展提供可持续且充 裕算力，充满信心。 IT之家 9 月 18 日消息，今日，华为全联接大会 2025 在上海启幕，华为副董事长、轮值董事长徐直军发 表题为"以开创的超节点互联技术，引领 AI 基础设施新范式"的主题演讲，正式发布全球最强算力超节 点和集群。 徐直军指出："算力过去是，未来也将继续是人工智能的关键，更是中国人工智能的关键，"并再次强 调："基于中国可获得的芯片制造工艺，华为努力打造'超节点 + 集群'算力解决方案，来满足持续增长 的算力需求。" 徐直军认为，超节点在物理上由多台机器组成，但逻辑上以一台机器学习、思考、推理。华为发布了最 新超节点产品 Atlas 950 SuperPoD 和 Atlas 960 SuperPoD 超节点，分别支持 8192 及 15488 张昇腾卡，在 卡规模、总算力、内存容量、互联带宽等关键指标上全面领先，在未来多年都将是全球最强算力的超节 点。基于超节点，华为同时发布了全球最强超节点集群，分别是 Atlas 950 SuperCluster 和 Atlas 960 SuperCluste ...

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]

Core Viewpoint - Huawei emphasizes the importance of computing power as a key driver for artificial intelligence (AI) development in China, introducing innovative solutions to meet the growing demand for computing resources [2]. Group 1: Product Launches - Huawei launched the latest supernode products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, showcasing significant advancements in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [2]. - The company also introduced supernode clusters, Atlas 950 SuperCluster and Atlas 960 SuperCluster, with computing power exceeding 500,000 cards and reaching one million cards respectively [2]. Group 2: Technological Innovations - Huawei has developed a new interconnect protocol called Lingqu (UnifiedBus) to address the challenges of large-scale supernode interconnect technology, leveraging over 30 years of connectivity expertise [3]. - The company plans to open the Lingqu 2.0 technical specifications to industry partners, encouraging collaborative development of related products and components to build an open ecosystem [3]. Group 3: Strategic Vision - Huawei aims to lead a new paradigm in AI infrastructure through its innovative Lingqu supernode interconnect technology, continuously meeting the rapid growth in computing power demand and driving sustainable AI development [3].

Core Viewpoint - Huawei has made significant advancements in self-developed chips and AI infrastructure, showcasing its commitment to enhancing computing power for artificial intelligence applications in the coming years [1][3][5]. Group 1: Chip Development - Huawei plans to release multiple Ascend chips, including the 950PR, 950DT, and Ascend 960 and 970, with the 950PR set to launch in Q1 2026 featuring Huawei's self-developed HBM technology [1]. - The company has emphasized the importance of computing power as a key driver for artificial intelligence, particularly in the context of China's AI development [3]. Group 2: AI Infrastructure - The deployment of over 300 Cloud Matrix 384 supernodes marks a new norm in AI infrastructure, with Huawei focusing on a "supernode + cluster" computing solution to meet the growing demand for computing power [3]. - Huawei introduced the Atlas950 SuperPoD and Atlas 960 SuperPoD supernodes, supporting 8192 and 15488 Ascend cards respectively, positioning them as global leaders in key performance metrics [5]. Group 3: Technological Innovations - The launch of the TaiShan 950 SuperPoD marks Huawei's entry into general computing supernodes, aiming to replace various large and small machines as well as Exadata database systems [5]. - Huawei has overcome significant challenges in interconnecting large-scale supernodes, introducing the UnifiedBus protocol, with plans to open up the Lingqu 2.0 technology specifications in the future [5]. Group 4: Competitive Positioning - Despite facing challenges due to U.S. sanctions and limitations in chip manufacturing capabilities, Huawei leverages its extensive experience in connectivity technology to maintain a competitive edge in supernode capabilities [6].

Core Insights - Huawei has unveiled multiple self-developed chip advancements at the 2025 Global Connectivity Conference, including the launch timeline for the Ascend 950PR chip in Q1 2026, which utilizes Huawei's self-developed HBM technology [2] - The concept of "super nodes" has emerged as a new norm in AI infrastructure, with over 300 Cloud Matrix 384 super nodes deployed, emphasizing the critical role of computing power in the future of artificial intelligence in China [4][5] Group 1 - Huawei's newly released Atlas950 SuperPoD and Atlas 960 SuperPoD super nodes support 8,192 and 15,488 Ascend cards respectively, showcasing global leadership in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [7] - The company has also introduced super node clusters, Atlas950 SuperCluster and Atlas960 SuperCluster, with computing power exceeding 500,000 cards and reaching one million cards [7] - Huawei is confident in providing sustainable and ample computing power for the long-term rapid development of artificial intelligence, leveraging the strongest computing power globally through super nodes and clusters [8] Group 2 - Huawei has pioneered the introduction of super node technology into general computing, launching the world's first general computing super node, TaiShan 950 SuperPoD, which aims to replace various large and small machines as well as Exadata database integrated machines [8] - The company has overcome significant challenges in interconnect technology for large-scale super nodes, introducing the UnifiedBus interconnect protocol, with plans to open the Lingqu 2.0 technical specifications in the future [8] - Despite facing restrictions from U.S. sanctions that limit access to TSMC for chip production, Huawei emphasizes its strengths in connectivity technology, which has been developed over 30 years, enabling the achievement of super nodes with tens of thousands of cards [8]

2025.09. 18 本文字数：1091，阅读时长大约2分钟 作者 | 第一财经 李娜 华为在全联接大会2025上罕见公布了多款自研芯片的研发进展。 此外，他表示，超节点成为AI基础设施建设新常态，目前Cloud Matrix 384超节点累计部署300套 以上。 徐直军指出："算力过去是，未来也将继续是人工智能的关键，更是中国人工智能的关键。"此外， 他再次强调："基于中国可获得的芯片制造工艺，华为努力打造'超节点+集群'算力解决方案，来满足 持续增长的算力需求。" 徐直军认为，超节点在物理上由多台机器组成，但逻辑上以一台机器学习、思考、推理。 华为还在现场发布了Atlas950 SuperPoD和Atlas 960 SuperPoD超节点，分别支持8192及 15488张昇腾卡，从卡规模、总算力、内存容量、互联带宽等关键指标上看，处于全球领先位置。 此外，华为还同时发布了超节点集群，分别是Atlas950 SuperCluster和Atlas960 SuperCluster，算力规模分别超过50万卡和达到百万卡。 徐直军表示，基于全球最强算力的超节点和集群，华为对于为人工智能的长期快速发展提供可持续且 ...

Core Viewpoint - Huawei expresses confidence in providing sustainable and sufficient computing power for the long-term rapid development of artificial intelligence, leveraging its supernodes and clusters with the world's strongest computing capabilities [1][6]. Group 1: Chip Development - Huawei has announced the development progress of several self-developed chips, including the Ascend 950PR, 950DT, and Ascend 960 and 970, with the 950PR set to launch in Q1 2026 [1]. - The company is focusing on creating a "supernode + cluster" computing solution to meet the continuously growing demand for computing power, based on China's available chip manufacturing processes [3]. Group 2: Supernode Infrastructure - The supernode has become a new norm in AI infrastructure construction, with over 300 Cloud Matrix 384 supernodes deployed [3]. - Huawei has released the Atlas 950 SuperPoD and Atlas 960 SuperPoD supernodes, supporting 8192 and 15488 Ascend cards respectively, showcasing global leadership in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [5]. Group 3: Technological Innovations - Huawei has introduced the world's first general-purpose computing supernode, TaiShan 950 SuperPoD, which, combined with the GaussDB distributed database, aims to replace various large and small machines as well as Exadata database integrated machines [6]. - The company has overcome significant challenges in large-scale supernode interconnect technology, launching the UnifiedBus interconnect protocol, with plans to open the Lingqu 2.0 technology specifications in the future [6].

Core Insights - Huawei is positioning itself as a leader in AI computing power, directly competing with Nvidia by unveiling a comprehensive AI computing architecture at the Huawei Connect Conference [1][2] - The company has ambitious plans for its Ascend chip series, with multiple new chips scheduled for release between 2026 and 2028, indicating a long-term commitment to enhancing AI capabilities [1][3] - Huawei's new supernodes and superclusters, including Atlas 950 and Atlas 960, are touted as the world's strongest computing clusters, with capabilities exceeding 500,000 and 1 million cards respectively [2] Group 1: AI Computing Power - Huawei's Ascend chip roadmap includes the release of Ascend 950PR in Q1 2026, Ascend 950DT in Q4 2026, Ascend 960 in Q4 2027, and Ascend 970 in Q4 2028, showcasing a strategic long-term vision for AI chip development [1][3] - The company emphasizes the importance of computing power as a key driver for artificial intelligence, particularly in the context of China's AI development [1] Group 2: Supernodes and Superclusters - The Atlas 950 SuperPoD and Atlas 960 SuperPoD supernodes support 8,192 and 15,488 Ascend cards respectively, setting new benchmarks in computing power, memory capacity, and interconnect bandwidth [1][2] - Huawei has deployed over 300 CloudMatrix 384 supernodes, serving more than 20 clients, indicating a strong market presence and customer adoption [2] Group 3: Interconnect Technology - Huawei has developed a new interconnect protocol called Lingqu, aimed at addressing the challenges of large-scale supernode interconnectivity, and plans to open the Lingqu 2.0 technology specifications to foster an open ecosystem [4]