华为算力全面出击：升腾950明年上市徐直军称超节点超英伟达_老虎社区_美港股上老虎

华为算力全面出击：升腾950明年上市徐直军称超节点超英伟达

21世纪经济报道09-18

21世纪经济报道记者倪雨晴上海报道华为算力，不再低调。9月18日，在华为全联接大会上，华为副董事长、轮值董事长徐直军放猛料，直接公布了华为AI算力的全景图。从全新的升腾芯片、超节点、鲲鹏CPU，到全新互联总线架构灵衢，华为全面对标英伟达。也很少有科技企业，像华为这样做到AI算力全栈技术。据介绍，升腾芯片规划已经到2028年，未来三年，升腾将有三个系列陆续推出，更多的芯片还在规划中。预计2026年...

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eboy
·09-18
少吹牛逼，多做创新
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SuperCluster，算力规模分别超过50万卡和达到百万卡，是当之无愧的全世界最强算力集群。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。在徐直军看来，超节点成为AI基础设施建设新常态，目前CloudMatrix 384超节点累计部署300多套，服务20多家客户。其中，Atlas 950 SuperPoD，算力规模8192卡，预计于今年四季度上市。新一代产品Atlas 960 SuperPoD ，算力规模15488卡，预计2027年四季度上市。同时，华为率先把超节点技术引入通用计算领域，发布全球首个通用计算超节点TaiShan 950 SuperPoD，结合GaussDB分布式数据库，能够彻底取代各种应用场景的大型机和小型机以及Exadata数据库一体机，将成为各类大型机、小型机的终结者。在鲲鹏CPU上也有新规划，鲲鹏950预计2026年第四季度推出，鲲鹏960预计2028年第一季度推出。在互联技术领域，华为通过系统性创新，突破了大规模超节点的互联技术挑战，开创了面向超节点的互联协议灵衢（UnifiedBus）。徐直军宣布华为将开放灵衢2.0技术规范，共建灵衢开放生态。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":479889465966656,"gmtCreate":1758184435209,"gmtModify":1758184500012,"author":{"id":"3492900912644918","authorId":"3492900912644918","name":"eboy","avatar":"https://static.tigerbbs.com/6917f4d85aea1095a8f45e269472023f","vip":1,"crmLevel":3,"crmLevelSwitch":1,"idStr":"3492900912644918","authorIdStr":"3492900912644918"},"htmlText":"少吹牛逼，多做创新","listText":"少吹牛逼，多做创新","text":"少吹牛逼，多做创新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479889465966656","repostId":2568285544,"repostType":2,"repost":{"id":"2568285544","kind":"news","pubTimestamp":1758170100,"share":"https://www.laohu8.com/m/news/2568285544?lang=&edition=full","pubTime":"2025-09-18 12:35","market":"us","language":"zh","title":"华为算力全面出击：升腾950明年上市 徐直军称超节点超英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2568285544","media":"21世纪经济报道","summary":"9月18日，在华为全联接大会上，华为副董事长、轮值董事长徐直军放猛料，直接公布了华为AI算力的全景图。从全新的升腾芯片、超节点、鲲鹏CPU，到全新互联总线架构灵衢，华为全面对标英伟达。预计2026年第一季度推出升腾950PR芯片，四季度推出升腾950DT，2027年四季度推出升腾960芯片，2028年四季度推出升腾970芯片。其中，Atlas 950 SuperPoD，算力规模8192卡，预计于今年四季度上市。徐直军宣布华为将开放灵衢2.0技术规范，共建灵衢开放生态。","content":"<div>\n<p>21世纪经济报道记者倪雨晴上海报道华为算力，不再低调。9月18日，在华为全联接大会上，华为副董事长、轮值董事长徐直军放猛料，直接公布了华为AI算力的全景图。从全新的升腾芯片、超节点、鲲鹏CPU，到全新互联总线架构灵衢，华为全面对标英伟达。也很少有科技企业，像华为这样做到AI算力全栈技术。据介绍，升腾芯片规划已经到2028年，未来三年，升腾将有三个系列陆续推出，更多的芯片还在规划中。预计2026年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918123835a7279780&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918123835a7279780&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21世纪经济报道记者倪雨晴上海报道华为算力，不再低调。9月18日，在华为全联接大会上，华为副董事长、轮值董事长徐直军放猛料，直接公布了华为AI算力的全景图。从全新的升腾芯片、超节点、鲲鹏CPU，到全新互联总线架构灵衢，华为全面对标英伟达。也很少有科技企业，像华为这样做到AI算力全栈技术。据介绍，升腾芯片规划已经到2028年，未来三年，升腾将有三个系列陆续推出，更多的芯片还在规划中。预计2026年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918123835a7279780&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SNVD.UK":"LS -1X NVIDIA","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDS":"Tradr 1.5X Short NVDA Daily 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GROWTH \"D\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918123835a7279780&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2568285544","content_text":"21世纪经济报道记者倪雨晴上海报道华为算力，不再低调。9月18日，在华为全联接大会上，华为副董事长、轮值董事长徐直军放猛料，直接公布了华为AI算力的全景图。从全新的升腾芯片、超节点、鲲鹏CPU，到全新互联总线架构灵衢，华为全面对标英伟达。也很少有科技企业，像华为这样做到AI算力全栈技术。据介绍，升腾芯片规划已经到2028年，未来三年，升腾将有三个系列陆续推出，更多的芯片还在规划中。预计2026年第一季度推出升腾950PR芯片，四季度推出升腾950DT，2027年四季度推出升腾960芯片，2028年四季度推出升腾970芯片。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张升腾卡，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 SuperCluster，算力规模分别超过50万卡和达到百万卡，是当之无愧的全世界最强算力集群。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。在徐直军看来，超节点成为AI基础设施建设新常态，目前CloudMatrix 384超节点累计部署300多套，服务20多家客户。其中，Atlas 950 SuperPoD，算力规模8192卡，预计于今年四季度上市。新一代产品Atlas 960 SuperPoD ，算力规模15488卡，预计2027年四季度上市。同时，华为率先把超节点技术引入通用计算领域，发布全球首个通用计算超节点TaiShan 950 SuperPoD，结合GaussDB分布式数据库，能够彻底取代各种应用场景的大型机和小型机以及Exadata数据库一体机，将成为各类大型机、小型机的终结者。在鲲鹏CPU上也有新规划，鲲鹏950预计2026年第四季度推出，鲲鹏960预计2028年第一季度推出。在互联技术领域，华为通过系统性创新，突破了大规模超节点的互联技术挑战，开创了面向超节点的互联协议灵衢（UnifiedBus）。徐直军宣布华为将开放灵衢2.0技术规范，共建灵衢开放生态。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}