公众号记得加星标⭐️，第一时间看推送不会错过。 过去几年，云厂商为了训练大模型投入巨资购买芯片，如今也到了利用推理实现变现的时候了。根据麦肯锡报告，全球AI推理市场规模预计2028年将达1500亿美 元，年复合增长率超40%，远高于训练市场的20%。推理支撑着各类应用的实时推理需求，包括智能推荐、内容生成、虚拟助手等。可以说，推理阶段才是实现实 际应用和商业化的关键。 这场推理之战，随着华为、英伟达和谷歌三大巨头相继发布了各自的推理芯片之后，已经将正式打响！ 华为Ascend 950PR： 成本优化下的推理利器 9月18日，在2025年华为全联接大会上，华为宣布了昇腾芯片的规划和进展。未来3年，也就是到2028年，华为在开发和规划了三个系列，分别是Ascend 950系列、 Ascend 960、Ascend 970系列。华为表示，将以几乎一年一代算力翻倍的速度，同时围绕更易用，更多数据格式、更高带宽等方向持续演进，持续满足AI算力不断 增长的需求 以往每年9月，都是手机发烧友的狂欢月，因为这时期苹果、小米、华为等都会发新机。然而，今年的9月，一个更深层次的产业变革正在暗流涌动。当所有人都在 对iphone ...

Group 1 - The AI computing revolution is causing a restructuring of supply and demand in the storage chip industry, leading to significant price increases for various memory products [2][3] - Micron Technology reported optimistic expectations for storage chips, with Q4 2025 revenue reaching $11.32 billion, exceeding analyst expectations, and high bandwidth memory (HBM) revenue hitting a record high [3] - The global storage chip market is projected to grow, with a compound annual growth rate (CAGR) of 5.5% from 2023 to 2027, potentially exceeding $138 billion by 2027 [4] Group 2 - Domestic storage chip companies are gaining recognition in the international market, with Changxin Memory (CXMT) and Yangtze Memory Technologies (YMTC) both surpassing $1 billion in quarterly revenue [6] - Huawei is planning to launch a series of self-developed HBM chips by 2026, indicating advancements in domestic technology and market share [6] - The A-share market has nearly 120 storage chip concept stocks, with significant overseas revenue contributions, indicating a growing reliance on international markets [7] Group 3 - Major technology companies are increasing capital expenditures to enhance production efficiency and competitiveness, with Alibaba planning to invest $58 billion in cloud and AI infrastructure over the next three years [8] - The storage chip sector has shown strong performance, with capital expenditures expected to reach approximately $125 billion in 2024, a 55% increase from 2020 [8] - Several companies in the storage chip sector have seen a decline in shareholder numbers, indicating potential consolidation or shifts in investor interest [9]

Group 1: Media and Entertainment - ABC Network has suspended Jimmy Kimmel Live! indefinitely due to backlash over the host's remarks regarding the killing of Republican activist Charlie Kirk, with Nexstar Media Group stating the remarks were "offensive and insensitive" [3] - Brendan Carr, chairman of the Federal Communications Commission, indicated a strong case to punish Kimmel, ABC, and Disney for the comments made [3] - President Trump expressed approval of the suspension on social media, suggesting that NBC should also consider removing other late-night hosts [4] Group 2: Technology and AI - Huawei Technologies has announced a new AI chip roadmap, planning to release four new Ascend chips by 2028, aiming to challenge Nvidia's dominance in AI infrastructure [5][6] - The first chip, Ascend 950PR, is set to launch early next year, followed by the Ascend 950DT in late 2026, Ascend 960 in late 2027, and Ascend 970 in late 2028 [6] - The announcement comes after China's Cyberspace Administration banned major tech companies from purchasing Nvidia's AI chips, indicating a shift in the competitive landscape [6][7] Group 3: Food and Beverage - Krispy Kreme experienced a volatile trading day, ending with a 1.0% gain after FBI Director Kash Patel referred to it as a "good investment opportunity" during a congressional hearing [8] - The stock saw an increase of up to 8% during the day, with trading volume 50% above normal levels [9] - Patel had previously disclosed purchasing between $15,000 and $50,000 in Krispy Kreme shares, which has contributed to the stock's recent activity [9]

Core Insights - The article emphasizes the critical role of computing power in the development of artificial intelligence (AI) and highlights Huawei's advancements in this area through the launch of powerful supernodes and clusters [1][6]. Group 1: Huawei's Supernodes and Clusters - Huawei introduced the Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, claiming to be the world's strongest supernodes in terms of scale, total computing power, memory capacity, and interconnect bandwidth [1][2]. - The Atlas 950 SuperCluster and Atlas 960 SuperCluster were also launched, with computing power exceeding 500,000 cards and reaching one million cards, respectively, positioning them as the strongest computing clusters globally [1][2]. Group 2: Ascend Chips and AI Strategy - The Ascend chips are foundational to Huawei's AI computing strategy, with a roadmap that includes the Ascend 950 series, Ascend 960, and Ascend 970 series, with the Ascend 950PR chip expected to launch in Q1 2026 [2][6]. - The article notes that the Ascend 910C chip, part of the Atlas 900 supernode, can achieve a maximum computing power of 300 PFLOPS, maintaining its status as the largest supernode globally [2]. Group 3: Innovations in Interconnect Technology - Huawei faced significant challenges in designing the Atlas 950 and Atlas 960 supernodes, particularly in achieving long-distance, high-reliability connections and high bandwidth with low latency [4][5]. - The company implemented innovative solutions to enhance interconnect reliability by introducing high-reliability mechanisms at various protocol layers and achieving a 100-fold increase in optical interconnect reliability [5]. Group 4: Future of AI Infrastructure - The concept of supernodes is redefining AI infrastructure, enabling a new paradigm where multiple machines function as a single entity capable of learning, reasoning, and inference [3]. - Huawei's mixed supernode architecture is positioned as a solution for next-generation generative recommendation systems, supporting high-dimensional user features and low-latency inference [3].

Huawei's AI Chip Development - Huawei is advancing its AI chip development with plans for new Ascend and Atlas series chips, including the Ascend 910C, which is set for mass production in Q1 2025 as a domestic alternative to Nvidia's H20 chip [3][8] - The Ascend 910C faces challenges with a yield rate of approximately 20% from SMIC's N+2 process, which is below the commercially viable threshold [3] - Future releases include the Ascend 950PR and Ascend 950DT chips in 2026, and the Atlas 950 Supercluster, expected to launch in late 2025, aimed at enhancing China's domestic AI computing capabilities [4][8] UAE Interest Rate Cut - The Central Bank of the UAE has reduced its benchmark interest rate by 25 basis points, bringing the Overnight Deposit Facility rate down from 4.40% to 4.15%, effective immediately [5][8] - This rate cut follows a similar action by the U.S. Federal Reserve, reflecting the UAE dirham's peg to the U.S. dollar [5] - The UAE has slightly revised its inflation forecast for 2025 to 1.9% from 2% and for 2026 to 1.9% from 2.1% [5] South Korea E-commerce Joint Venture - The Fair Trade Commission in South Korea has conditionally approved a joint venture between AliExpress Korea and a unit of Shinsegae Group, named "Grand Opus Holding" [7][8] - This joint venture involves Emart affiliate Apollo Korea contributing 100% equity in Gmarket, while Alibaba affiliate BK4 invests $225 million in cash and 100% equity in AliExpress Korea [7] - The merger is expected to reshape the domestic e-commerce landscape, intensifying competition with existing players like Coupang and Naver [7][8] Geopolitical Developments - Iranian Foreign Minister engaged in discussions with European nations regarding Iran's nuclear program, aiming to prevent the re-imposition of international sanctions [10] - Poland is advocating for a 2026 deadline for the EU to halt Russian oil imports, citing geopolitical risks and the need to stop financing Russia's military actions [11]