但当时一些讨论认为，华为是靠堆砌了384颗芯片，才超越了英伟达72颗芯片，而后很多厂商也跟进了 超节点的概念。一时间，算力行业掀起了建设超节点的热潮。那回到最初的问题，超节点就是单纯的堆 芯片吗？华为是通过暴力堆砌芯片赶超英伟达的吗？超节点和传统的计算集群区别在哪？ 关于这些行业热点话题，华为计算产品线营销运作部部长张爱军近日在一场媒体沙龙上对观察者网等媒 体做了详解。他首先认为，今天的算力需求远未被满足，无论是大模型进入到生产系统中，还是在toC 消费端，token消耗的数量都在指数级增长，未来中国每日token消耗量可能突破千万亿。 文 观察者网 吕栋 在一些观点看来，算力缺口大可以通过大量建设服务器集群堆卡来解决。这么说听起来有一定道理，但 真实情况远没有这么简单。根据Meta公布的论文，万卡集群训练时算力利用率仅约38%，粗暴堆卡可能 会造成62%的算力浪费，并且模型训练会3个小时中断一次。 2025年以来，超节点（SuperPod）作为新的AI算力基础设施，不断成为行业焦点。观察者网也曾深度报 道过华为的昇腾384超节点，它通过高速互联总线将384颗昇腾芯片连接起来，在超节点算力规模、网络 互联带宽 ...

2025年以来，超节点（SuperPod）作为新的AI算力基础设施，不断成为行业焦点。观察者网也曾深度报 道过华为的昇腾384超节点，它通过高速互联总线将384颗昇腾芯片连接起来，在超节点算力规模、网络 互联带宽、内存总带宽等多个指标上，赶超了国外厂商的旗舰系统。 但当时一些讨论认为，华为是靠堆砌了384颗芯片，才超越了英伟达72颗芯片，而后很多厂商也跟进了 超节点的概念。一时间，算力行业掀起了建设超节点的热潮。那回到最初的问题，超节点就是单纯的堆 芯片吗？华为是通过暴力堆砌芯片赶超英伟达的吗？超节点和传统的计算集群区别在哪？ 文 观察者网 吕栋 在一些观点看来，算力缺口大可以通过大量建设服务器集群堆卡来解决。这么说听起来有一定道理，但 真实情况远没有这么简单。根据Meta公布的论文，万卡集群训练时算力利用率仅约38%，粗暴堆卡可能 会造成62%的算力浪费，并且模型训练会3个小时中断一次。 这是因为，集群网络通信已成为当前大模型训练和推理的最大挑战。以DeepSeek这种混合专家模型 （MoE）为例，每个"专家"如果不能有效沟通，NPU就会由于没有足够数据计算而闲置，进而形成 1+1<2的结果。换句话说，如果 ...

Core Insights - Huawei's Vice Chairman and CFO Meng Wanzhou highlighted the company's achievements over the past year, particularly in supporting operators in advancing 5G-A network construction, benefiting 60 million users with high-speed and stable network connectivity [2][3] Ecosystem Development - The HarmonyOS ecosystem has significantly improved, with user experience evolving from "usable" to "good," and the number of devices running HarmonyOS 5.0 and above has surpassed 36 million [2][3] - The Kunpeng ecosystem continues to expand, attracting over 6,800 partner companies and 3.8 million developers [2][3] - The open-source operating system openEuler has seen a cumulative deployment of over 16 million sets [2][3] Artificial Intelligence Initiatives - The Ascend ecosystem has gathered over 3,000 partners and 4 million developers, with the Atlas 900 super node system being applied across various industries such as internet, finance, telecommunications, and electricity, reinforcing the digital infrastructure [2][3] Future Outlook - The acceleration of intelligent transformation presents profound strategic opportunities, although the path to strategic goals is filled with challenges and uncertainties [2][3] - The company emphasizes the importance of steadfast belief and resilience in navigating through transformations to gain initiative [2][3]

Core Insights - Huawei's rotating chairman Meng Wanzhou highlighted the company's achievements in 2025, including advancements in 5G-A, HarmonyOS ecosystem, autonomous driving technologies, and AI applications in various industries [1][3] - The company aims to leverage long-term strategic opportunities presented by the wave of intelligent transformation, focusing on vertical industry operations and enhancing its ecosystem [1][3] Group 1: Achievements in 2025 - Huawei made significant progress in 5G-A construction and the HarmonyOS ecosystem, enhancing user experience and industry applications [1] - The company developed key technologies such as Kunpeng, openEuler, Ascend, and super nodes, contributing to AI implementation and green energy solutions [1] - Notable efforts included overcoming challenges in extreme environments, such as high temperatures and high altitudes, to ensure network reliability and service delivery [3][4] Group 2: Strategic Focus for 2026 - Huawei's 2026 strategy emphasizes strengthening vertical industry operations and leveraging its diverse capabilities to facilitate intelligent transformation across various sectors [1] - The company plans to build an open-source ecosystem around Kunpeng and Ascend, enabling partners to develop products that meet diverse industry needs [1] - Initiatives include integrating AI into communication networks, enhancing consumer experiences through the HarmonyOS ecosystem, and improving AI data center efficiency [1][3]

Core Viewpoint - The company, Zhongke Chuangda, has received recognition for its contributions to the openEuler community, indicating a strong commitment to open-source technology and collaboration in key technical areas [2] Group 1: Company Achievements - The subsidiary, Aosiwei, has been awarded the title of "Outstanding Contribution Unit" by the openEuler community [2] - Aosiwei has integrated 431 annual pull requests (PRs) into the openEuler community, ranking 11th in contributions [2] Group 2: Areas of Collaboration - The company is deeply involved in several critical technology fields, including Python, OpenStack, AI, and Networking [2]

Core Insights - The core theme of the forum is "Open Drives Innovation," emphasizing the shift from competition to collaboration in the realm of intellectual property and innovation [1][10][12] Group 1: Forum Overview - The sixth Huawei Innovation and Intellectual Property Forum gathered representatives from various international organizations and companies to discuss the role of intellectual property in fostering collaborative innovation [1][2] - Huawei's Chief Legal Officer, Song Liuping, highlighted that the essence of intellectual property is not exclusivity but rather the orderly and efficient dissemination of innovative results [2][4] Group 2: Huawei's Contributions - As of the end of 2024, Huawei has obtained over 150,000 valid patents globally, with R&D investment exceeding 20% of annual revenue, totaling over 1.2 trillion yuan in the past decade [4][7] - The forum showcased Huawei's "Top Ten Inventions" for 2024, which include significant technological advancements such as the Scale Up ultra-large-scale computing platform and the HarmonyOS full-stack architecture [4][6] Group 3: Knowledge Sharing and Collaboration - The upgraded "Chasi Patents" platform was introduced, enhancing patent search and analysis capabilities, thereby accelerating knowledge flow and innovation [6][9] - Huawei's commitment to open innovation is reflected in its extensive participation in global ICT standards and its collaboration with international licensing platforms, generating over $630 million in patent licensing revenue in 2024 [8][9] Group 4: Open Innovation Strategy - Huawei's strategy emphasizes that knowledge sharing enhances social value rather than diminishing rights, promoting a cycle where patent protection leads to commercial returns that fund further R&D [9][10] - The forum underscored the importance of establishing standardized interfaces and shared platforms to make innovation more efficient and inclusive [10][12] Group 5: Future Implications - The discussions at the forum suggest that open innovation is becoming a dominant theme in global technological collaboration, with the potential to significantly enhance cross-industry integration [10][12] - The evolving landscape of technology, including AI and quantum computing, presents challenges in establishing sustainable cooperation mechanisms, highlighting the need for intellectual property to serve as a bridge rather than a barrier [10][12]

Core Insights - The article discusses the significance of operating systems in both consumer technology and industry digitalization, highlighting the rise of open-source operating systems like openEuler and OpenAnolis in China [1][2] - openEuler has rapidly gained market share, reaching approximately 50% in China last year and is expected to exceed 55% this year, positioning itself as the largest and fastest-growing open-source OS community in the country [1][2] - The development of openEuler is part of a broader trend in China's IT industry, which is forming a complete IT infrastructure stack, although it still lags behind global leaders [2] Industry Developments - openEuler originated from Huawei's self-developed server OS, EulerOS, and was officially open-sourced in late 2019, transitioning to community governance under the OpenAtom Foundation [2] - The openEuler community has become one of the most active open-source OS communities globally, with over 2,100 member organizations and more than 23,000 developers contributing [3] - The community's global download count has surpassed 5.5 million, indicating strong engagement and growth [3] Future Directions - AI is identified as a key focus for openEuler in the next five years, with 22 out of 25 newly incubated open-source projects being AI-related [5] - The concept of "super nodes" is emerging as a new norm in AI infrastructure, necessitating significant changes in operating systems to support advanced computing needs [6] - openEuler has released the world's first operating system designed for super nodes, with a planned community launch on December 30, 2025 [6] Strategic Collaborations - Huawei is collaborating with the openEuler community to enhance the operating system's capabilities, including support for super nodes and key features like unified memory addressing and low-latency communication [7] - Major chip manufacturers, including Intel, Arm, and AMD, have joined the openEuler community as donors, indicating strong industry support [10] - The community aims to deepen cooperation with global open-source organizations in AI and data, enhancing its international presence and solutions [10][11] Globalization Efforts - The openEuler community emphasizes a systematic approach to globalization, aiming to establish a robust framework for international collaboration rather than competing in isolation [11] - The strategy includes focusing on regions like the "Belt and Road" initiative to enhance global outreach and partnerships [11]

Core Viewpoint - The article highlights the significant achievements of the Southern Power Grid in the open-source domain, particularly in the context of the openEuler community and its contributions to the digital transformation of the power industry [1][2]. Group 1: Event Overview - The openEuler Summit 2025 was successfully held in Beijing, where the Southern Power Grid was recognized for its contributions to open-source practices and awarded titles for leading commercial practices and outstanding contributions [1]. - The summit aimed to release important technical versions of openEuler in the AI field and invited global partners to showcase significant products, marking the beginning of a new chapter for openEuler [1]. Group 2: Technological Innovations - The Southern Power Grid shared its experiences in technology innovation, version planning, practical applications, and ecosystem development during its keynote speech titled "Breakthrough · Innovation · Empowerment" [2]. - The latest version, Electric Hong 3.0, has achieved significant upgrades, supporting hybrid deployment frameworks and enhancing system applicability in core power scenarios [3]. Group 3: Ecosystem Development - The Electric Hong system, developed by the Southern Power Grid, addresses industry challenges by achieving full-stack integration from chips to applications, creating a notable demonstration effect in open-source practices [5]. - Over 500 industry chain manufacturers have joined the Electric Hong ecosystem, with more than 3,000 products included, indicating rapid expansion and collaboration within the ecosystem [5]. Group 4: Future Directions - The Southern Power Grid plans to deepen collaboration with the openEuler and Electric Hong communities, focusing on common industry challenges such as renewable energy consumption and coordinated operations [7]. - By leveraging open-source technology, the company aims to develop comprehensive solutions covering all aspects of the power system, addressing the challenges of achieving a clean, low-carbon, and efficient energy system [7].

Core Insights - openEuler has become the preferred operating system in China, with an expected installation base exceeding 16 million by the end of the year, maintaining the top market share [3] - The commercial OSV count has reached 25, with 4,312 compatible ISVs, indicating widespread deployment across key sectors such as internet, telecommunications, finance, government, energy, education, and healthcare [3] - Performance improvements of 30%-40% have been achieved in core transaction scenarios like telecommunications billing and financial securities, with AI heterogeneous computing accelerating model throughput by 10%-30% [3] Future Plans - The company will enhance contributions to the openEuler community by providing leading AI core capabilities and supporting the release of a super node OS version [4] - There will be a focus on ecological support for the community, including collaboration with multiple AI foundations and training over 50,000 operating system talents in the next five years [4] - The company aims to promote the global expansion of openEuler by collaborating with OSV and ISV partners to offer comprehensive solutions to overseas clients and facilitating localization efforts in various countries [4]

Economic Data Release - The National Bureau of Statistics will release October economic data on November 14, including industrial added value, fixed asset investment, and retail sales [2] - Financial data for October, such as M2, new loans, and social financing, is also expected to be released next week [3] Industry Conferences - A series of industry conferences will take place in November, including the 2025 China Robot Industry Development Conference from November 10 to 12, and the 12th China (Suzhou) Battery New Energy Industry International Summit Forum from November 11 to 13 [4] - Other notable events include the 2025 World Power Battery Conference, the 2025 Fourth China Nuclear Energy High-Quality Development Conference, and the 2025 6G Development Conference [4] Fuel Price Adjustment - A new round of domestic fuel price adjustments will begin on November 10 at 24:00, with an expected increase of 130 yuan per ton for gasoline and diesel based on the average crude oil price of 62.52 USD per barrel [5] Stock Unlocking - Over 24.7 billion yuan worth of restricted shares will be unlocked next week, with a peak unlocking date on November 10 [6] - The top three companies by unlocking market value are Youyan Silicon (99.91 million yuan), Xin Nuowei (49.48 million yuan), and Juxing Technology (32.97 million yuan) [6] New Stock Opportunities - Two new stocks will be issued next week: Nant Technology on November 11 and Hai'an Group on November 14 [9]