Core Insights - Huawei's Kunpeng computing platform has achieved significant milestones, including over 12.6 million deployments of the openEuler operating system and 4.8 million downloads of the openGauss database, showcasing its robust ecosystem built on hardware, software, and industry applications [1][3]. Group 1: Industry Innovation and Collaboration - The Kunpeng platform has partnered with over 7,000 collaborators to incubate more than 20,000 solutions, emphasizing its commitment to innovation and collaboration within the computing industry [1]. - The recent launch of the TaiShan 950 SuperPoD marks a significant advancement in computing technology, positioning Kunpeng as a leader in the industry and supporting the digital transformation across various sectors [11][12]. Group 2: Application in Key Industries - Kunpeng's computing capabilities are increasingly recognized in critical sectors such as energy, finance, and manufacturing, with a focus on enhancing digital and intelligent upgrades [3][5]. - The South China Electric Power Company highlighted the effectiveness of Kunpeng in their digital transformation, achieving a 20% improvement in processing performance and a 15% reduction in processor consumption through its implementation [8][9]. Group 3: Open Source Strategy - Huawei continues to deepen its open-source strategy, with comprehensive support for the Lingqu interconnect and various software solutions, including openEuler and openGauss, aimed at maximizing the performance of Kunpeng hardware [12][13]. - The introduction of new tools and frameworks, such as the Kunpeng BoostKit and high-performance computing programming frameworks, is designed to enhance developer efficiency and leverage Kunpeng's computational power [12]. Group 4: Future Outlook - The collaborative goal of driving digital transformation across industries remains a priority for Kunpeng and its partners, with plans to develop a digital intelligence ecosystem in the energy sector [13]. - The vision includes creating a comprehensive energy digital foundation and enhancing the synergy between edge and central computing to support the intelligent upgrade of power systems [13].

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 - The article discusses Huawei's innovative "super node" architecture, which aims to redefine large-scale effective computing power in AI by addressing the limitations of traditional server architectures and enhancing interconnectivity through the self-developed UnifiedBus protocol [3][4][12]. Group 1: Super Node Architecture - The super node architecture represents a deep restructuring of computing system architecture, moving from a "stacked" model to a "fused" model that allows multiple machines to function as a single device [4][9]. - This architecture aims to eliminate the communication bottlenecks inherent in traditional server setups, where data exchange between servers can lead to significant delays and inefficiencies [5][11]. - Huawei's super node can reduce communication latency to the nanosecond level, significantly improving cluster utilization and lowering communication costs, with the goal of achieving linear scalability of effective computing power [11][12]. Group 2: Product Offerings - Huawei introduced the Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, showcasing superior performance in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [17][20]. - The Atlas 850, an enterprise-grade air-cooled AI super node server, lowers the barrier for enterprises to adopt super node architecture without requiring complex liquid cooling modifications [21]. - The TaiShan 950 SuperPoD extends the super node architecture to general computing, offering ultra-low latency and memory pooling capabilities beneficial for databases and big data applications [25]. Group 3: Ecosystem Strategy - Huawei emphasizes an ecosystem strategy of "hardware openness and software open-source," encouraging industry partners to engage in secondary development and enrich product offerings based on the UnifiedBus protocol [26][28]. - The company aims to build a unified, scalable computing foundation that provides a consistent, high-performance computing experience across various environments, from cloud to enterprise [28].

Key Points - The Federal Reserve has lowered interest rates by 25 basis points, bringing the federal funds rate to a range of 4.00%-4.25%, marking the first rate cut of the year and the first in nine months [2][14] - The Huawei Connect 2025 conference is taking place in Shanghai, focusing on the theme of "Elevating Industry Intelligence" and showcasing Huawei's latest initiatives in AI infrastructure and smart solutions [1][11] - In August, new residential property prices in first-tier cities fell by 0.1% month-on-month and 0.9% year-on-year, with the decline narrowing compared to the previous month [1][15][16] Market Overview - The domestic securities market showed mixed performance, with the ChiNext Index rising the most by 2.34%. The coal sector had the highest increase among industries at 3.51% [2][20][23] - Huawei announced its AI computing infrastructure plans for the next three years, including the launch of Ascend AI chips and supernode clusters, aiming for breakthroughs in system-level performance [2][18][19] - The Federal Reserve's interest rate cut is seen as a measure to stimulate economic activity amid concerns over employment and potential economic risks [2][14] Investment Recommendations - Focus on new productive forces, particularly in sectors like artificial intelligence, semiconductor chips, robotics, low-altitude economy, deep-sea technology, and controllable nuclear fusion, which are expected to yield excess returns [3][30] - Emphasize consumer spending to expand domestic demand, with potential opportunities in new consumption, home appliances, and automotive sectors [3][30] - Consider high-dividend assets for stable long-term returns [3][30] - Explore long-term investment opportunities in gold as a safe-haven asset amid geopolitical tensions and global economic uncertainties [3][30]

Market News - US stock indices closed higher, with the Dow Jones up 0.27%, Nasdaq up 0.94%, and S&P 500 up 0.48% [1] - International precious metal futures generally declined, with COMEX gold futures down 1.07% at $3678.2 per ounce and COMEX silver futures down 0.12% at $42.1 per ounce [1] - International oil prices slightly decreased, with WTI crude oil down 0.61% at $63.31 per barrel and Brent crude oil down 0.71% at $66.98 per barrel [1] - European stock indices all rose, with Germany's DAX up 1.35%, France's CAC40 up 0.87%, and the UK's FTSE 100 up 0.21% [1] Industry Insights - Huawei's Connect 2025 conference highlighted the importance of supernodes in AI infrastructure, with over 300 CloudMatrix 384 supernodes deployed [2] - Huawei plans to launch the Atlas 950 SuperPoD with a computing power of 8192 cards by Q4 2026 and the Atlas 960 SuperPoD with 15488 cards by Q4 2027 [2] - The supernode technology aims to overcome traditional cluster performance bottlenecks, supporting trillion-parameter model training and inference [3] - Huawei's self-developed low-cost HBM (High Bandwidth Memory) is expected to double computing power annually, enhancing AI server capabilities [4] - A new hydrogen negative ion prototype battery developed by the Dalian Institute of Chemical Physics could significantly impact large-scale energy storage and hydrogen applications [5] - The hydrogen energy market is projected to reach 4 trillion yuan by 2030, driven by technological breakthroughs and policy support [6]

Group 1 - Huawei unveiled its AI computing capabilities at the Huawei Connect Conference, showcasing a comprehensive AI computing architecture that includes new Ascend chips, supernodes, and a new interconnect architecture called Lingqu [1][2] - The company emphasized that computing power is crucial for artificial intelligence and is a key component for China's AI development, aiming to create a "supernode + cluster" computing solution to meet the growing demand for computing power [1][3] - The Ascend chip series will see rapid iterations, with the Ascend 950 series set to launch in Q1 2026, followed by the Ascend 960 in 2027 and the Ascend 970 in 2028, with a goal of doubling computing power annually [2][3] Group 2 - Huawei's Kunpeng ecosystem is rapidly evolving, with the Kunpeng 950 expected to launch in Q4 2026 and the Kunpeng 960 in Q1 2028, positioning itself against Intel and AMD [3][4] - The company has developed a complete AI hardware and software system, moving beyond single-card solutions to clusters and supernodes, which are essential for AI infrastructure [4][5] - Huawei introduced the Atlas 950 SuperPoD and Atlas 960 SuperPoD supernodes, which support 8192 and 15488 Ascend cards respectively, claiming to be the world's strongest computing supernodes [5][6] Group 3 - Huawei has launched the world's first general-purpose computing supernode, TaiShan 950 SuperPoD, which aims to replace various large and small machines, showcasing its innovation in interconnect technology with the Lingqu protocol [6][7] - The company is focusing on creating a sustainable computing industry based on available chip manufacturing processes, emphasizing the need for system-level computing rather than just single-processor solutions [7][8] - Huawei's approach to AI computing is characterized by systematic innovation and a focus on building a robust computing ecosystem, aiming to provide new computing options globally [3][6]

徐直军表示，基于全球最强算力的超节点和集群，华为对于为人工智能的长期快速发展提供可持续且充 裕算力，充满信心。 IT之家 9 月 18 日消息，今日，华为全联接大会 2025 在上海启幕，华为副董事长、轮值董事长徐直军发 表题为"以开创的超节点互联技术，引领 AI 基础设施新范式"的主题演讲，正式发布全球最强算力超节 点和集群。 徐直军指出："算力过去是，未来也将继续是人工智能的关键，更是中国人工智能的关键，"并再次强 调："基于中国可获得的芯片制造工艺，华为努力打造'超节点 + 集群'算力解决方案，来满足持续增长 的算力需求。" 徐直军认为，超节点在物理上由多台机器组成，但逻辑上以一台机器学习、思考、推理。华为发布了最 新超节点产品 Atlas 950 SuperPoD 和 Atlas 960 SuperPoD 超节点，分别支持 8192 及 15488 张昇腾卡，在 卡规模、总算力、内存容量、互联带宽等关键指标上全面领先，在未来多年都将是全球最强算力的超节 点。基于超节点，华为同时发布了全球最强超节点集群，分别是 Atlas 950 SuperCluster 和 Atlas 960 SuperCluste ...

Group 1: Computing Power - Huawei has launched the world's strongest computing power supernode and cluster, introducing the TaiShan 950 SuperPoD, which can replace various large and small machines as well as Exadata database integrated machines [1] - The supernode technology is seen as a core innovation direction for AI computing infrastructure, breaking through traditional cluster performance and efficiency bottlenecks [1] - The technology supports trillion-parameter model training and inference with higher energy efficiency and lower latency, pushing AI from the kilowatt to the megawatt era [1] Group 2: Hydrogen Energy - The Chinese Academy of Sciences has developed the world's first hydrogen negative ion prototype battery, marking a significant breakthrough in solid-state ion battery materials [2] - This new battery technology demonstrates the feasibility of hydrogen negative ions as energy carriers and opens new possibilities for hydrogen energy applications in energy storage [2] - The hydrogen energy market is expected to reach a scale of 4 trillion yuan by 2030, driven by technological breakthroughs and policy incentives [2] Group 3: Short Video Market - The overseas short video app market saw approximately 120.1 million downloads in August, with estimated in-app revenue reaching $196.4 million, marking a significant increase from July [3] - The total revenue for the overseas short video market has surpassed $1.088 billion in the first half of the year, with projections for annual revenue to reach $2.473 billion [3] - By 2027, the overseas short video market is expected to grow to $18.7 billion, potentially surpassing the domestic market [3] Group 4: Macro and Industry News - The China Charging Alliance reported an 88.5% year-on-year increase in electric vehicle charging infrastructure, with 4.53 million new installations from January to August 2025 [4] - China has built approximately 4.6 million 5G base stations, maintaining its position as the global leader in new energy vehicle production and sales for ten consecutive years [5] - The Ministry of Culture and Tourism has launched a three-year action plan to boost cultural and tourism consumption, with over 330 million yuan in subsidies planned [5]

Core Viewpoint - Huawei emphasizes the importance of computing power as a key driver for artificial intelligence (AI) development in China, introducing innovative solutions to meet the growing demand for computing resources [2]. Group 1: Product Launches - Huawei launched the latest supernode products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, which support 8192 and 15488 Ascend cards respectively, showcasing significant advancements in key metrics such as card scale, total computing power, memory capacity, and interconnect bandwidth [2]. - The company also introduced supernode clusters, Atlas 950 SuperCluster and Atlas 960 SuperCluster, with computing power exceeding 500,000 cards and reaching one million cards respectively [2]. Group 2: Technological Innovations - Huawei has developed a new interconnect protocol called Lingqu (UnifiedBus) to address the challenges of large-scale supernode interconnect technology, leveraging over 30 years of connectivity expertise [3]. - The company plans to open the Lingqu 2.0 technical specifications to industry partners, encouraging collaborative development of related products and components to build an open ecosystem [3]. Group 3: Strategic Vision - Huawei aims to lead a new paradigm in AI infrastructure through its innovative Lingqu supernode interconnect technology, continuously meeting the rapid growth in computing power demand and driving sustainable AI development [3].