Core Viewpoint - Huawei unveiled its AI computing roadmap at the HC 2025 conference, emphasizing a commitment to doubling computing power annually through the development of its Ascend chip series and a comprehensive AI infrastructure strategy [3][4]. Group 1: AI Computing Strategy - Huawei's Vice Chairman Xu Zhijun detailed the three-year iteration plan for the Ascend chips, with the Ascend 950 series launching in Q1 2026, followed by the Ascend 960 in 2027, and the Ascend 970 in 2028, aiming for a doubling of computing power each year [3]. - The Atlas 950 and Atlas 960 supernode products were introduced, with the Atlas 950 featuring 8192 cards and achieving FP8 computing power of 8E FLOPS, and the Atlas 960 set to support 15488 cards, further enhancing performance [3][4]. Group 2: Infrastructure and Ecosystem - Huawei's TaiShan 950 supernode, based on the new Kunpeng 950 processor, aims to outperform traditional databases and high-end servers with a 2.9x performance improvement without requiring database modifications [4]. - The self-developed "UnifiedBus" interconnect protocol facilitates high-reliability computing collaboration across large-scale systems and will be open-sourced from version 2.0 to foster an open supernode ecosystem [4]. Group 3: Market Reaction and Collaborations - Following the announcements, Huawei's computing concept stocks surged, with Fenghuo Communication hitting the daily limit, and other companies like Xingtuxinke and Xinghuan Technology also seeing significant gains [5][6]. - Companies such as Fenghuo Communication and Xingtuxinke are actively collaborating with Huawei's Ascend ecosystem, enhancing their capabilities in AI and computing solutions [6][7]. Group 4: Industry Outlook - Analysts from Zhongyin Securities noted that Huawei's dual breakthroughs in computing and software are paving the way for a new era in domestic AI, with significant growth potential in the domestic computing chain [7]. - The semiconductor sector is experiencing increased utilization rates and strong orders, indicating a favorable environment for domestic computing chip growth driven by AI demand [7].