鲲鹏处理器

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重磅!华为公布多颗新昇腾芯片
Guan Cha Zhe Wang· 2025-09-18 03:14
图源:观察者网 他还公布了以昇腾950芯片为基础的新型超节点,将成为全球最强超节点,甚至比英伟达将在2027年推 出的NVL576系统更强。 (文/观察者网 吕栋 编辑/张广凯) 9月18日,在华为全连接大会2025上,华为轮值董事长徐直军宣布了多颗昇腾系列芯片和演进路线,包 括昇腾950系列、昇腾960系列和昇腾970系列。 图源:观察者网 他提到,华为自研了低成本HBM,将以一年一次算力翻倍的进度推进,支持FP8等更多精度格式,更大 的互联带宽。 徐直军表示,有了昇腾芯片为基础,就能满足客户的算力需求,超节点将成为AI基础设施建设的新常 态。 不仅如此,以昇腾960为基础的超节点,也将在2027年四季度上市,持续提供充沛算力。 徐直军还提到,华为还将更新通用计算鲲鹏处理器,包括鲲鹏950系列和鲲鹏960系列,以及以这些芯片 为基础的超节点。 图源:观察者网 他还宣布了面向超节点的互联协议"灵衢",把更多计算资源连接在一起,以昇腾950为基础可以组成超 50万卡集群,以昇腾960为基础甚至可以组成超过99万卡的集群。 图源:观察者网 徐直军提到的这些芯片和技术,将在2026-2027年相继上市。 "我们单颗 ...
企业“算力落地难”怎么破
Ke Ji Ri Bao· 2025-09-01 00:54
Core Insights - The strategic value of computing power has transcended mere technology, becoming a key variable in reshaping industry structures, with China's AI-related ICT market investment expected to reach 1.6 trillion yuan by 2025 and 3.5 trillion yuan by 2028 [1] - The rapid evolution of large model technology is driving industries towards digital and intelligent transformation, presenting challenges such as "computing power selection difficulties" and "ambiguous transformation paths" for many enterprises [1][2] - The demand for autonomous innovative computing power is rapidly increasing in the Chinese market, projected to occupy nearly half of the market share by the end of this year [4] Industry Trends - As of June 2023, China's total computing power ranks second globally, with 10.85 million standard racks in use and an intelligent computing power scale of 788 EFLOPS [2] - The traditional IT architecture is struggling to meet the high demands of AI in terms of computing power, data, and real-time processing, leading to the emergence of "data islands" [2] - The shift in computing demand structure from training to inference is driving the rise of autonomous innovative computing power, which is expected to accelerate the industry's move towards intelligence [4] Technological Developments - The new AI transformation era is characterized by the need for computing facilities to possess high-performance multi-core processing capabilities and AI application acceleration technologies [3] - Huawei's computing industry in China is projected to grow by 80% in 2024, with the Kunpeng and Ascend platforms playing crucial roles in various sectors such as government, finance, energy, and transportation [5] Solutions and Frameworks - Huawei has developed an "Industry Intelligent Reference Architecture" to help enterprises find suitable upgrade paths for their digital and intelligent transformation, consisting of five layers: intelligent perception, intelligent connection, intelligent foundation, intelligent platform, and AI models [7][8] - The "Three Layers, Five Stages, Eight Steps" methodology provides a comprehensive roadmap for enterprises, detailing the levels, stages, and specific tasks involved in the transformation process [8] Collaborative Efforts - Huawei aims to leverage partnerships to extend the advantages of Kunpeng and Ascend technologies to a wide range of industries, emphasizing the importance of collaboration in achieving widespread intelligent solutions [9] - The company plans to continue investing in computing technology and strengthen its partner ecosystem to drive innovation and accelerate the digital transformation process across various sectors [9]
场景融合欠缺 转型路径不明……企业“算力落地难”怎么破
Ke Ji Ri Bao· 2025-09-01 00:24
Core Insights - The strategic value of computing power has transcended its technical boundaries, becoming a key variable in reshaping industry structures [1] - The investment scale of the AI-related ICT market in China is expected to reach 1.6 trillion yuan by 2025 and grow to 3.5 trillion yuan by 2028 [1] - The rapid evolution of large model technology is driving industries towards digital and intelligent transformation, presenting challenges such as "computing power selection difficulties" and "ambiguous transformation paths" for many enterprises [1][2] Industry Trends - China ranks second globally in total computing power, with 10.85 million standard racks in use and an intelligent computing power scale of 788 EFLOPS as of mid-2023 [2] - The demand for autonomous innovative computing power is rapidly increasing, with expectations that it will account for nearly half of the market share by the end of this year [4] - The traditional IT architecture is unable to meet the high demands of AI for computing power, data, and real-time processing, leading to the emergence of "data islands" [2][3] Technological Developments - The rise of autonomous innovative computing platforms is becoming mainstream, with a shift in computing demand structure from training to inference [4] - Huawei's Kunpeng and Ascend platforms are expected to play a crucial role in the growth of the computing industry in China, with an anticipated 80% growth in 2024 [4] - The architecture for intelligent transformation includes five layers: intelligent perception, intelligent connection, intelligent foundation, intelligent platform, and AI models, providing a clear framework for enterprises [7][8] Application Cases - The Turing Medical Monitoring System utilizes the Ascend computing platform for real-time monitoring and intervention in epilepsy patients, significantly reducing the risk of disease deterioration [5] - The Turing Intelligent Legal System automates the generation of legal documents and improves efficiency in document review by over 80% [6] Strategic Initiatives - Huawei aims to provide customized digital transformation solutions by integrating various elements into an "Industry Intelligent Reference Architecture" [7] - The "Three Layers, Five Stages, Eight Steps" methodology offers a comprehensive roadmap for enterprises to navigate their transformation processes [8] - Huawei emphasizes collaboration with partners to extend the advantages of Kunpeng and Ascend technologies across various industries, driving innovation and accelerating digital transformation [9]
华为在京举办算力场景发布会 聚焦昇腾鲲鹏生态与算力行业应用创新
Feng Huang Wang· 2025-08-18 07:39
Group 1 - Huawei held the "2025 Huawei Computing Power Scenario Release Conference and Beijing xPN Partner Conference" on August 15, focusing on the theme of "Advanced Computing Power New Choices" [1] - Huawei executives shared advancements in general computing, large model technology, and AI application innovations, highlighting the role of Ascend AI processors and Kunpeng processors across various sectors such as education, government, healthcare, and manufacturing [1] - Huawei's commercial sales president revealed that in 2024, the company's enterprise business and computing industry in China achieved significant growth, with the enterprise business growing by 25% and the computing industry by 80% [1] Group 2 - IDC's vice president analyzed global and Chinese computing power market trends, noting that digitalization and intelligence are becoming new engines for economic growth, with steady growth in ICT spending [2] - Huawei's Ascend computing vice president announced a strategy for comprehensive coverage of edge scenarios from low to high computing power by the second half of 2025, focusing on products like Atlas 300I A2 and 310 modules [2] - Huawei's Kunpeng computing vice president stated that Kunpeng's growth rate is ten times that of x86 computing, positioning it as the preferred choice for independent innovation [2] Group 3 - The "xPN Pioneer Action" was officially launched during the conference, aimed at supporting partners across research, marketing, supply, and service to enhance competitiveness in product and solution development [3] - The conference served as a platform for collaboration in the computing industry, promoting the transformation of advanced computing from technical parameters to practical drivers for industry digital transformation [3] - Huawei emphasized its commitment to deepening collaboration with partners to drive innovation across various industry scenarios using advanced computing power [3]
任正非:干就完了!
国芯网· 2025-06-10 10:42
Core Viewpoint - The article emphasizes the resilience and potential of China's semiconductor industry, highlighting the importance of foundational research and the development of artificial intelligence technologies. Group 1: Chip Development - Ren Zhengfei stated that there is no need to worry about chip development, asserting that many Chinese companies are making significant progress in this area, including Huawei [3] - He acknowledged that Huawei is currently one generation behind the U.S. in single-chip technology but emphasized the use of mathematical methods to compensate for this gap [3] - The potential for growth in mid-to-low-end chips and compound semiconductors in China was highlighted, along with the assertion that software development will not be hindered by external pressures [3] Group 2: Fundamental Research - Ren Zhengfei called for greater societal support for fundamental theoretical research, stressing that without it, China cannot catch up with the U.S. [4] - He noted that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to fundamental research, which is not subject to performance evaluation [4] - The importance of establishing a strong foundation in technology to ensure long-term growth and stability in the industry was emphasized [4] Group 3: Artificial Intelligence - Ren Zhengfei described artificial intelligence as potentially the last major technological revolution for humanity, with a development timeline spanning decades [6] - He pointed out China's advantages in AI, including a large youth population and robust infrastructure for power and communication networks [6] - The article mentioned the potential for a unified market in China, which could facilitate breakthroughs in technology despite external pressures [6] Group 4: Product Development - The article noted the launch of the Huawei Mate60 series featuring "Chinese chips" and the upcoming release of the HarmonyOS NEXT, which aims for full self-reliance in operating system technology [5] - Huawei's development of various hardware and software products, including Kunpeng processors and Ascend processors, was highlighted as part of its strategy to build a comprehensive computing ecosystem [5]
任正非最新发声:干就完了
天天基金网· 2025-06-10 05:02
Core Viewpoint - The dialogue between Ren Zhengfei and People's Daily highlights Huawei's resilience in the face of external pressures, emphasizing a focus on progress rather than obstacles [1]. Group 1: Discussion on Chips - Ren Zhengfei downplays concerns regarding chip technology, stating that many Chinese companies are making significant strides in this area, and Huawei is one of them [3]. - He acknowledges that Huawei is currently one generation behind the U.S. in single-chip technology but believes that through innovative methods, practical results can be achieved [3]. - Ren emphasizes the potential for Chinese companies in mid-to-low-end chips and highlights the importance of compound semiconductors [3]. Group 2: Importance of Basic Research - Ren stresses the necessity of foundational theoretical research for technological breakthroughs, indicating that without it, China will lag behind the U.S. [5]. - He mentions that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to basic theoretical research [5]. - The company has made significant advancements in "root technology" and operating system innovation, contributing to the foundation of China's information industry [5]. Group 3: Digital Infrastructure and AI - Huawei has launched a series of products, including Kunpeng processors and Ascend processors, to build a computing ecosystem for general and AI applications [6]. - Ren views artificial intelligence as potentially the last major technological revolution, with China having advantages such as a robust power supply and advanced communication networks [8]. - He believes that the future of the country is promising, with increasing openness leading to progress and the potential for a unified market [8].
计算机行业周报:持续强call国产算力-2025-04-06
HUAXI Securities· 2025-04-06 14:05
Investment Rating - The industry rating is "Recommended" [4] Core Insights - The domestic computing power industry is experiencing a pivotal shift from technology following to innovation leadership, driven by the acceleration of AI and digital transformation [13][18] - The performance of domestic chips continues to break through, and the open-source ecosystem is improving, indicating that the domestic computing power industry has entered a new stage of high-quality development [13][18] - The total computing power scale in China is expected to grow by 16.5% year-on-year in 2024, with over 8.8 million standard racks in use [24] Summary by Sections Section 1: Domestic Computing Power - Price Fluctuations and Demand Growth - Domestic computing power card prices are on the rise, driven by increased demand and supply shortages [19][20] - AI technology advancements are leading to a comprehensive price increase in cloud infrastructure, with significant implications for the industry structure [21][22] - Alibaba plans to invest at least 380 billion RMB in AI and cloud computing infrastructure over the next three years, marking a substantial commitment to the sector [27][28] Section 2: Domestic Computing Power - Breaking Through and Leading New Development Trends - Various cities are actively promoting the construction of computing power centers, such as Zhengzhou, Gui'an, and Shenzhen, to meet digitalization demands [36][37] - The upgrade of domestic large models has led to a surge in demand for computing power leasing, with many companies accelerating procurement [41] - Shenzhen has issued nearly 200 million RMB in "training coupons" to support AI and intelligent robotics companies, enhancing the computing power infrastructure [47][48] Section 3: Investment Recommendations - Beneficiary stocks include: 1. AIDC: Runjian Co., Guanghuan New Network, Aofei Data, Runze Technology [17] 2. Computing Power Leasing: Hainan Huatie, Hongjing Technology, Hongxin Electronics [17] 3. Cloud Computing: Youkede, Capital Online, Shunwang Technology, Deepin Technology [17] 4. Computing Power Chips: Haiguang Information, Cambricon, Chipone, Huawei [17] 5. AI Power: Zhongheng Electric, Magmi Tech, Oulu Tong, KOTAI Power [17]