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].

Core Viewpoint - Huawei's Full Connect 2025 Conference showcased the Lingqu Unified Interconnection Protocol, announcing the launch of Ascend 950/960/970 and Kunpeng 950/960 over the next three years, highlighting the gradual enhancement of domestic AI computing chip capabilities amid US-China tensions [9][58]. Group 1: AI Computing Chip Development - The Ascend NPU roadmap includes the release of Ascend 950 (PR and DT versions) in 2026, followed by 960 in 2027 and 970 in 2028, with significant performance improvements [15][20]. - The Kunpeng CPU will see the launch of Kunpeng 950 in late 2026 and Kunpeng 960 in early 2028, supporting advanced computing needs [20][34]. - Domestic chip manufacturers like Haiguang and Cambricon are projecting substantial revenue growth, with Haiguang targeting a CAGR of 44% over three years [3][58]. Group 2: Advanced Manufacturing and Semiconductor Industry - The domestic lithography machine industry is focusing on complete machines and related components, with expectations for advanced process expansion by 2026 [3][59]. - The domestic semiconductor industry is expected to benefit from the acceleration of independent and controllable demands, particularly in advanced logic and storage production lines [3][62]. Group 3: Storage and Edge Computing - The demand for inference and edge computing storage is increasing, with significant growth expected in AI PCs, smartphones, and wearable devices by 2026 [4][58]. - Domestic manufacturers are enhancing their enterprise storage product lines, with companies like Jiangbolong and Baiwei Storage launching new enterprise-level solutions [4][58]. Group 4: Investment Recommendations - Investment opportunities are suggested in AI computing chips, high-end chip manufacturing, packaging, storage, and related equipment and materials [5].

Core Viewpoint - Huawei has introduced an innovative super node architecture aimed at building a robust all-scenario computing foundation, emphasizing open-source and hardware openness to foster industry collaboration and innovation [1][10]. Group 1: Super Node Architecture - The super node architecture, based on the Lingqu interconnection protocol, allows multiple physical machines to be deeply interconnected, enabling them to function as a single logical unit for learning, reasoning, and efficient computing [1][2]. - This architecture addresses the challenges of traditional server stacking, which can lead to lower computing efficiency and frequent interruptions during training as cluster sizes increase [1][2]. Group 2: Product Launches - Huawei has launched several new products based on the super node architecture, including the Atlas 950 SuperPoD, Atlas 850 and Atlas 860 AI servers, Atlas 350 AI accelerator cards, and the TaiShan 950 SuperPoD [4][5]. - The Atlas 950 SuperPoD is designed for large-scale AI computing tasks, featuring innovations such as zero-cable electrical interconnection and enhanced liquid cooling reliability [4]. - The Atlas 850 is the first enterprise-grade air-cooled AI super node server, capable of forming a super node cluster with up to 128 units and 1024 cards [4]. Group 3: Performance Enhancements - The Atlas 350 accelerator card, utilizing the Ascend 950PR chip, offers a 2x increase in vector computing power and a 2.5x performance boost in recommendation inference scenarios [5]. - The TaiShan 950 SuperPoD features ultra-low latency of 370 nanoseconds and a bandwidth of 2.8T, significantly enhancing performance in database and virtual machine migration scenarios [5]. Group 4: Open Collaboration - Huawei is committed to open collaboration by sharing super node technology with the industry, allowing partners to develop products based on the Lingqu protocol and super node reference architecture [6]. - The company has opened its super node hardware, including NPU modules and AI accelerator cards, to facilitate incremental development by customers and partners [6]. Group 5: Software Innovation - Huawei is also focusing on software openness, with plans to open-source the Lingqu operating system components and support various open-source communities, accelerating developer innovation [9]. - The Ascend CANN and Mind series components will be open-sourced, prioritizing support for popular frameworks like PyTorch, enhancing flexibility for developers [9].