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全球算力竞争,是时候迎来“中国时刻”了
Xin Lang Cai Jing· 2025-09-27 20:23
Core Insights - Huawei has launched the world's strongest computing supernodes and clusters composed of Ascend chips, addressing the challenges of insufficient supply, high costs, and the need for ecosystem development in China's computing infrastructure, potentially enabling the country to transition from "catching up" to "leading" in the AI industry [1] Group 1: Challenges in Computing Power - The lack of high-level domestic computing power is one of the most pressing challenges facing China's technology industry, exacerbated by U.S. export controls on key chip technologies [3] - The development of advanced AI chips requires significant upfront investment, including high costs for research and development and the need to build a competitive software ecosystem to attract developers [3][6] Group 2: Systemic Innovation - Huawei aims to overcome the limitations of domestic chip manufacturing by adopting a systemic approach that integrates chip performance, architectural design, and resource collaboration to create a new computing infrastructure [6] - The company leverages its telecommunications technology to enhance communication speed and reduce latency between chips, allowing thousands of chips to operate as a single machine [6] Group 3: Ecosystem Development - Huawei is opening its Ascend AI software platform to build an open and win-win industrial ecosystem, encouraging collaboration among various stakeholders to accelerate the growth of the domestic computing ecosystem [6] - The innovation in Huawei's supernode technology serves as a model for addressing similar challenges in other high-tech fields, emphasizing the need for a comprehensive ecosystem rather than isolated technological advancements [7] Group 4: Long-term Perspective - The newly launched supernode cluster is not expected to solve all problems immediately and will face challenges in application and promotion [8] - The development of AI technology is still in its exploratory phase, likened to the evolution of communication technology, indicating that the competition in AI will be a long-term endeavor [9] Group 5: Strategic Advantages - China's vast market, large pool of engineers, and robust energy infrastructure provide a solid foundation for overcoming technological gaps and external pressures, fostering a strong environment for independent innovation [9]