Group 1 - Alibaba Group is building large-scale AI infrastructure and increasing investment to create a super AI cloud [1] - Ant Group has deployed a domestic computing power cluster at the scale of ten thousand cards, achieving over 98% stability in training task performance [1] - Minsheng Securities believes that super nodes are expected to become mainstream technology under cluster expansion, enhancing the domestic computing power ecosystem [1] Group 2 - The industry is focusing on building ultra-high bandwidth and ultra-low latency ScaleUp networks to connect multiple XPU high-speed interconnections into super nodes [2] - Huaxi Securities suggests that regardless of future restrictions on overseas computing power chip sales to China, domestic computing power development will remain a key focus of policy support [2] Group 3 - Zhongke Shuguang has launched the world's first 640-card single-machine super node, which can support trillion-parameter large model training and improve performance by 30%-40% compared to traditional solutions [3] - Qihua Data is constructing high-end GPU computing server clusters and expanding its data storage business into the AI server field [3]