【导读】"天地之大德曰生。"开放创新的意义，不仅在于创造财富，更在于生生不息的再生力。越来越多的企业开始意识到，开放是创新者的新思维，合 作是面向未来的新起点。知识产权的真正价值，也正在从拥有转向共享，从竞争走向共生。 2025年11月11日，在北京金秋的天空下，第六届华为创新与知识产权论坛如约而至。本次活动汇聚了来自世界知识产权组织（WIPO）、国际贸易许可者 协会（LESI）、国际标准化组织、国际商标协会，以及多个国家企业代表和研究机构的嘉宾。 作为连续六届举办的全球性交流平台，华为创新与知识产权论坛始终以"创新—保护—共赢"为核心议题，今年更以"开放驱动创新"为主题，探讨在新技术 加速融合、全球合作重塑格局的背景下，如何通过知识产权制度推动协作创新。 毋庸置疑，在产业的漫长周期中，唯有开放方能带来持续的创造力。这场论坛将创新的长久积累与知识的理性回馈，再一次演绎得淋漓尽致，令业界感受 到"开放创新"这一理念的再次被强调与继续被深化。 论坛开场，华为公司首席法务官宋柳平以"开放是创新的内核"开篇。他指出，知识产权的本质并非排他，而是为了让创新成果更有序、更高效地传 播。"开放驱动创新，合作方能共赢"，这句 ...

Core Viewpoint - The ultimate competition in AI between China and the US may not be about computing power but rather about electricity supply, as AI's increasing demands for power will determine who can sustain their operations longer [5][10]. Group 1: US AI Industry Challenges - The bottleneck for the US AI industry has shifted from chip availability to electricity supply, with major tech companies struggling to secure sufficient power for their operations [9][10]. - AI applications, such as ChatGPT, consume significant amounts of electricity, with estimates indicating that daily operations could power 17,000 American households [11]. - The aging US power grid, built decades ago, is unable to meet the surging electricity demands, leading to potential power shortages in certain regions by 2030 [11][12]. Group 2: China's Energy Advantage - China is leveraging its energy advantages to compensate for product performance disadvantages in the AI sector, particularly through initiatives like "East Data, West Computing" [15][18]. - This initiative aims to transfer data processing from energy-rich western regions to eastern areas where demand is high, optimizing the use of clean and inexpensive electricity [16][18]. - The recent electricity subsidy for AI data centers in China is seen as a strategic move to enhance competitiveness against US firms by reducing operational costs [5][7][25]. Group 3: Cost Structure and Subsidies - The electricity subsidy fundamentally alters the cost structure for companies considering domestic chips, making it more attractive to switch from foreign to local alternatives [25][32]. - The new cost formula for AI operations in China now includes reductions in energy costs due to the "energy scheduling dividend" and fiscal subsidies, making domestic chips more competitive [31][32]. - The subsidy is designed to cover the ecological migration costs associated with transitioning to domestic chips, providing critical time for the development of local ecosystems [32]. Group 4: Strategic Implications - The combination of energy advantages, subsidies, and domestic chip development forms a closed-loop system aimed at challenging Nvidia's dominance in the AI ecosystem [33][40]. - As AI competition evolves from a focus on chip performance to resource management, China's ability to maintain lower operational costs could provide a significant competitive edge [41][45]. - The strategic focus is not only on defense but also on offensive maneuvers against established players like Nvidia, with the goal of redefining the competitive landscape [42][46].

Core Viewpoint - The article discusses the transformation of the AI industry, emphasizing that the competition has shifted from hardware capabilities to a battle for software, developers, and ecosystem building, with Huawei's Ascend and its heterogeneous computing architecture CANN at the forefront of this change [1][4]. Summary by Sections CANN Open Source Announcement - Huawei's rotating chairman Xu Zhijun announced that the CANN hardware enabling will be fully open-sourced by December 30, 2025 [2]. Significance of CANN Open Source - The open-sourcing of CANN represents a profound self-revolution in the domestic AI infrastructure, aiming to break the closed model traditionally dominated by hardware manufacturers and embrace a more open and community-driven future [4][19]. - The success of the ecosystem relies on attracting academic innovation and creating a stable, universal, and efficient foundational tool for developers [5][18]. Developer Perspectives on CANN - Developers describe CANN's evolution as a challenging journey, with early versions requiring low-level programming skills, which hindered productivity [10][11]. - The introduction of the Ascend C programming language marked a significant improvement, aligning more closely with mainstream programming practices [15]. Challenges Faced by Developers - Early developers faced high technical barriers and a lack of stable architecture, leading to a difficult development environment [11][13]. - Systemic issues persisted, such as the inability to reproduce model accuracy across different frameworks due to a lack of transparency in the underlying systems [17]. The Role of Open Source - Open sourcing CANN is seen as a means to break down technical barriers and empower developers by providing transparency and control over the platform [21][23]. - The open-source model aims to foster a vibrant community where developers can contribute and innovate, moving away from reliance on a few official experts [29]. Ecosystem Empowerment - Open source provides unprecedented opportunities for deep integration between academia and industry, allowing researchers to address real-world problems and convert solutions into academic contributions [26]. - The shift from users to contributors is expected to cultivate a new generation of developers who can engage in high-quality projects [28]. Future Outlook for CANN - The current focus is on matching CUDA's capabilities while fostering original innovations within the CANN ecosystem [44]. - Huawei has committed to investing significant resources, including 1,500 petaflops of computing power and 30,000 development boards annually, to support the open-source community [45].

Core Insights - Huawei unexpectedly revealed its future chip roadmap during the Huawei Connect 2025 event, showcasing several new chips including the Ascend 950, 960, and 970 series for AI computing, as well as the Kunpeng 950 and 960 processors for general computing [1][3][10] Group 1: Chip Developments - The Ascend 950 series chips will support low-precision data formats and achieve computing power of 1P and 2P, enhancing training efficiency and inference throughput [3][10] - The Ascend 960 is planned to double the performance of the Ascend 950 and will support Huawei's self-developed HiF4 data format, set to launch in Q4 2027 [7] - The Ascend 970 will further enhance specifications compared to the Ascend 960, with plans for release in Q4 2028 [7] Group 2: Supernode and Cluster Innovations - Huawei introduced the Atlas 950 supernode, which will consist of 8192 Ascend 950DT chips, achieving FP8 computing power of 8E FLOPS and FP4 computing power of 16E FLOPS, set to launch in Q4 2026 [11][13] - The Atlas 960 supernode, planned for Q4 2027, will be based on 15488 Ascend 960 chips, with FP8 computing power reaching 30E FLOPS and FP4 computing power reaching 60E FLOPS [13] - The Atlas 950 SuperCluster will consist of 64 Atlas 950 supernodes, achieving FP8 computing power of 524 EFLOPS, making it the world's strongest computing cluster [18] Group 3: Software and Ecosystem Development - Huawei aims to develop a robust software ecosystem to complement its hardware, with the CANN deep learning framework and MindSpore framework serving as alternatives to NVIDIA's CUDA [21][22] - The company plans to open-source its CANN compiler and virtual instruction set interface by the end of 2025, along with the Mind series application tools [22][24] - Huawei's strategy emphasizes hardware evolution through existing chip technology while fostering an open-source ecosystem to address challenges posed by U.S. sanctions [24]

Core Insights - The conference highlighted advancements in AI capabilities, particularly through the launch of the Ascend Super Node and CANN ecosystem, which aims to enhance computational power and efficiency in AI applications [1] Group 1: AI City Solutions - Longgang District introduced the AI CITY benchmark solution, leveraging Ascend computing power to integrate government and public service data, focusing on urban management, public services, and industrial empowerment [1] - Traffic efficiency on main roads improved by 18%, and the accuracy of AI-assisted diagnoses in community hospitals exceeded 92% [1] - The "4T Digital Living Space" initiative centers on four digital rights, providing T-level storage, network, public resources, and intelligent computing support, transitioning from "urban governance" to "citizen services" [1] Group 2: Technological Advancements - The Ascend Super Node has overcome traditional cluster communication bottlenecks, achieving training performance three times that of conventional nodes, supporting the training of trillion-parameter models [1] - CANN has been fully open-sourced, promoting deep adaptation of AI frameworks and significantly enhancing development efficiency through automatic operator generation technology [1] - The plan to cultivate 2 million Ascend developers over the next two years aims to strengthen the talent foundation in the industry [1] Group 3: Collaboration and Applications - The conference also announced the second batch of "City + AI" application scenarios in Longgang District, covering 21 fields with a total of 424 scenarios [1] - Longgang Urban Investment signed a cooperation agreement with Huawei to jointly build a local and cloud-based computing resource pool [1]

Core Insights - The article discusses the implementation of AI technology in Shenzhen's Longgang District, focusing on enhancing digital governance and improving residents' quality of life through AI-driven solutions [3][6][13] Group 1: AI CITY Initiative - The Longgang District has launched the AI CITY benchmark solution, utilizing Ascend computing power to integrate government data and public services with citizen needs [3][6] - The "4T for Home" project aims to create a comprehensive digital living space, covering various aspects of digital life, including governance, healthcare, and local services [3][10] Group 2: AI Applications in Governance - Longgang has developed an AI application system termed "1+1+4+N," which includes a government AI platform and multiple application scenarios across key areas such as citizen services and urban governance [6][12] - The introduction of the "Super Pod" concept enhances computational capabilities, significantly improving communication bandwidth by 15 times and reducing latency by 10 times, thus addressing the computational demands of AI applications in governance [7][12] Group 3: Digital Rights and Resources - The initiative aims to ensure digital equity by providing citizens with T-level storage, network traffic, public resources, and access to advanced AI models, thereby safeguarding their digital rights [9][10] - The government is committed to building a "digital home" for residents, ensuring their survival, communication, development, and wisdom rights in the digital realm [9][10] Group 4: Expanding AI Ecosystem - Longgang has released a second batch of "city + AI" application scenarios, covering 21 key areas and 424 specific scenarios, promoting the integration of AI into urban governance and public services [11][12] - The district plans to invest 10 billion in government orders over three years to support the application of new technologies and products, fostering a robust AI ecosystem [12][13]

Market Overview - US stock indices collectively rose, with the Dow Jones up 0.11%, S&P 500 up 0.47%, and Nasdaq up 0.94%, marking new closing highs for S&P 500 and Nasdaq [1] - Major tech stocks saw gains, with Google rising over 4% to become the fourth US-listed company with a market value exceeding $3 trillion, while Tesla and Oracle increased by over 3% [1] - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up 0.87%, and notable gains from Li Auto (over 6%), Bilibili (over 5%), NIO (over 4%), and XPeng (over 2%) [1] Industry Insights - Huawei is set to hold a conference on September 19, 2025, to fully open-source its CANN architecture, aiming to disrupt Nvidia's dominance in the AI development ecosystem [2] - The open-source CANN platform allows developers to freely combine computing modules, promoting the development of domestic AI applications [2] - Nvidia is pushing suppliers to develop MLCP technology, which is 3-5 times the cost of existing cooling solutions, to manage the high power consumption of its next-generation AI platforms [3] - The cooling technology industry is shifting from "technical breakthroughs" to "scale applications," driven by the exponential increase in AI computing power [3] - Hesai Technology announced a laser radar order worth over $40 million with a leading US Robotaxi company, set to be delivered by the end of 2026 [4] - The cost of laser radar has significantly decreased, enhancing the sales volume of related manufacturers and improving profit margins [5] Stock Movements - Several companies announced plans for share reductions by major shareholders, including Hai Li Wind Power, Beiwai Technology, and others, indicating potential shifts in ownership dynamics [6][7] - Shanghai Pharmaceuticals' controlling shareholder plans to increase its stake in the company by acquiring up to 74 million H-shares over the next 12 months [8]

Core Insights - Huawei showcased breakthroughs in general computing, large model technology, and AI applications at the "2025 Huawei Computing Scenario Release Conference" [1] - The launch of the "xPN Pioneer Action" indicates Huawei's commitment to support partners in driving digital transformation across various industries [1] Open Source Strategy - Huawei announced the full open-source of CANN (Compute Architecture for Neural Networks) and Mind series application tools, enabling developers to innovate more effectively [3][4] - The open-source strategy aims to expand the ecosystem and accelerate the AI industry's development by allowing partners to access foundational frameworks for performance tuning and toolchain development [6] Product Development and Ecosystem - Huawei's Ascend components and solutions cover all AI scenarios, with a focus on enhancing product competitiveness and ecosystem richness by 2025 [4] - The number of Ascend partners is expected to exceed 100 by 2025, with over 100 products developed, while the Kunpeng partner program will also see similar growth [8] Market Support and Collaboration - Huawei is investing 8 million to support partners in expanding their business, providing comprehensive assistance in research, marketing, and supply chain management [10] - The company aims for a 350% growth in the xPN partner business by 2025, driven by customer demand and support capabilities [12] Future Outlook - Huawei plans to enhance its product matrix and cover a wide range of computing scenarios, focusing on low to high computing power solutions [12] - The strategy emphasizes collaboration with partners to ensure that the benefits of computing power are accessible across various industries [13]

Core Insights - Huawei showcased its latest achievements in general computing, large model technology, and AI application innovation at the "2025 Huawei Computing Scenario Release Conference and Beijing xPN Partner Conference" [1] - The launch of the "xPN Pioneer Action" aims to support partners comprehensively in research, marketing, supply, and service, focusing on core technologies to create competitive products and solutions for various industries [5] Group 1: Business Performance - In 2024, Huawei's operations remained stable, with a 25% year-on-year growth in the government and enterprise business in China, and an 80% growth in the computing industry [3] - The Kunpeng and Ascend platforms played a crucial role in various fields and accelerated the implementation of AI technology [3] Group 2: Partner Strategy - Huawei plans to increase the number of diamond and silver partners by 25% and 22% respectively in 2024, while launching APN and KPN programs to deepen cooperation [3] - The number of certified APN partners has reached nearly 30, and KPN partners exceed 20, indicating a significant improvement in both quantity and quality of partnerships [3] Group 3: Product Development - Huawei's Ascend division aims to cover all AI scenarios with nine types of component products, enhancing product competitiveness and ecosystem richness [4] - The Ascend hardware and CANN software will work together as dual engines to empower various industries, with a complete open-source version of A2 expected by the end of 2025 [4] Group 4: Innovation and Ecosystem - The Kunpeng platform has seen a tenfold growth in computing power compared to x86, establishing itself as the preferred choice for autonomous innovation [4] - Huawei has collaborated with over 50 partners to develop more than 70 products by 2025, fostering a robust KPN ecosystem and supporting innovation in the computing industry [4]

Investment Rating - The report maintains an "Outperform" rating for the industry [1][4]. Core Insights - The AI sector is witnessing significant advancements, with the release of GPT-5 showing performance improvements, although it did not meet expectations for a generational leap. The overall performance gap with competitors remains limited [3][41]. - Domestic software and hardware are accelerating development, with foundational software growth at 13.8% in the first half of 2025, indicating a recovery trend and potential for further acceleration in the second half of the year [3][19]. - The capital expenditure of major US tech firms reached a record high of $99.973 billion in Q2 2025, reflecting a 77% year-on-year increase, driven by AI business growth [4][62]. Summary by Sections Industry Data - In the first half of 2025, the software industry revenue reached 7.06 trillion yuan, growing by 11.9% year-on-year, with a profit total of 858.1 billion yuan, up 12.0% [13][14]. - The IC design sector showed the highest growth at 18.8%, while cloud and big data services grew by 12.1% [18][19]. AI Developments - The number of AI-related project bids reached 574 in July 2025, with disclosed amounts totaling approximately 1.335 billion yuan, marking year-on-year increases of 422% and 540% respectively [3][79]. - Major models in the first tier include OpenAI's GPT-5, xAI's Grok 4, and Alibaba's Qwen3-235B, with the latter being recognized as the strongest open-source model globally [33][73]. Domestic Market Trends - The domestic AI chip manufacturers are experiencing accelerated growth, with the open-source CANN aiding in the establishment of a robust AI ecosystem [3][19]. - The report highlights the increasing preference for domestic software and hardware solutions amid international uncertainties [4][19]. Capital Expenditure Trends - The capital expenditures of six major US tech firms reached a new high, indicating a strong investment trend in AI and cloud infrastructure [4][62].