Core Insights - The 2025 World Artificial Intelligence Conference (WAIC2025) attracted over 305,000 attendees, showcasing significant growth in interest and participation in AI technologies [2] - The exhibition area exceeded 70,000 square meters, featuring over 800 companies and more than 3,000 cutting-edge exhibits, including various AI models and intelligent robots [2][5] - The conference generated approximately 16.2 billion yuan in intended procurement amounts, indicating strong market demand for AI solutions [2] Group 1: Robotics and AI Applications - Robots demonstrated a wide range of capabilities, including performing tasks like selling goods, dancing, and martial arts, showcasing advancements in humanoid robotics [5][6] - Various companies, such as Galaxy General and UAI Intelligent, presented robots capable of performing high-precision tasks, enhancing the perception of robotic applications in everyday scenarios [5][9] - The event highlighted the shift from static AI models to dynamic applications, emphasizing the importance of practical implementations in various sectors [14] Group 2: AI Innovations and Developments - Huawei showcased its Ascend 384 super node, which can support the construction of large-scale AI clusters, demonstrating its commitment to AI infrastructure [14] - JD.com announced the upgrade of its AI model brand to JoyAI, which has been integrated into multiple sectors, including logistics and retail, enhancing operational efficiency [16] - SenseTime introduced its new V6.5 model, focusing on real-world applications and improved performance, indicating a trend towards practical AI solutions [18] Group 3: Hong Kong's AI Initiatives - Hong Kong Cyberport collaborated with various startups to showcase AI innovations, including educational platforms and smart city applications, reflecting the region's growing AI ecosystem [24][26] - The Hong Kong government allocated 3 billion HKD for an AI funding program, with over 10 projects already applying for support, indicating strong governmental backing for AI development [26]

Core Viewpoint - Huawei showcased its Ascend 384 super node at the World Artificial Intelligence Conference (WAIC 2025), highlighting its innovative capabilities in computing power and AI solutions [1][3]. Group 1: Product Features - The Ascend 384 super node consists of 12 computing cabinets and 4 bus cabinets, achieving the industry's largest scale with 384 NPU cards interconnected at high speed [3][4]. - It offers three main advantages: ultra-large bandwidth, ultra-low latency, and ultra-strong performance, supporting various training and inference products [3][4]. - The total computing power of the Ascend 384 super node reaches 300 Pflops, which is 1.7 times that of NVIDIA's NVL72, with a total network bandwidth of 269 TB/s, an increase of 107% over NVL72 [4]. Group 2: Performance and Efficiency - The memory bandwidth of the Ascend 384 super node is 1229 TB/s, surpassing NVL72 by 113%, and the single-card inference throughput has reached 2300 Tokens/s [4]. - Performance tests indicate that the Ascend super node cluster enhances the performance of large models like LLaMA3 by over 2.5 times compared to traditional clusters, and up to 3 times for high-communication models like Qwen and DeepSeek [4][5]. Group 3: Ecosystem and Collaboration - Since 2019, Huawei has expanded its ecosystem, developing over 80 large models and collaborating with over 2700 industry partners to create more than 6000 industry solutions [7]. - The company aims to integrate AI technology deeply into various sectors, including finance, healthcare, and transportation, showcasing solutions across 11 major industries at WAIC [7].

Core Viewpoint - The dialogue with Huawei's CEO Ren Zhengfei highlights the challenges and opportunities in China's semiconductor industry, emphasizing the need for continuous improvement and innovation despite existing difficulties [2][3]. Group 1: Company Insights - Huawei is recognized as one of many companies in China making progress in chip development, but Ren Zhengfei believes that the company has not yet reached the level of excellence perceived by the U.S. [2]. - Ren acknowledges that Huawei is currently one generation behind the U.S. in single-chip technology, but the company is leveraging mathematical approaches to compensate for physical limitations [2]. - The introduction of the Ascend 384 SuperNode, which consists of 12 computing cabinets and 4 bus cabinets, represents the largest scale supernode in the industry, capable of expanding into a supercluster with thousands of cards [3]. Group 2: Industry Context - Ren emphasizes that the semiconductor industry in China has numerous companies striving for advancement, particularly in compound semiconductors, which present significant opportunities [2]. - The Ascend supernode technology, launched at the Kunpeng Ascend Developer Conference, showcases Huawei's capability to achieve three times the training performance compared to traditional nodes [5]. - Ren also points out that the development of hundreds or thousands of operating systems in China will support advancements across various sectors, including industry, agriculture, and healthcare [2].