Computing Power Race Reaches Critical Point: Breakthrough "640" Node Lands

Deep News
11/06

China's AI infrastructure development is undergoing a profound transformation. Recently, the State Council issued a notice implementing a "domestic product standard" in government procurement, granting a 20% price evaluation preference for locally manufactured equipment. Industry experts believe this will prioritize domestic hardware in critical infrastructure projects like data centers. Concurrently, reports suggest China has banned foreign AI chips in newly built state-owned data centers, with projects under 30% completion required to remove installed foreign chips or cancel orders.

Current data indicates non-domestic chips now account for a historic low in China's AI infrastructure. For instance, U.S. export restrictions have drastically reduced NVIDIA's market share in China, with some executives admitting its computing power presence has "nearly vanished." The "domestic-first" policy is accelerating localization in AI infrastructure, enhancing supply chain stability.

Amid this shift, Sugon's scaleX640—a domestically developed super-node—has unveiled a 20x leap in computing density. Designed for trillion-parameter AI models, the scaleX640 features 630 PFlops performance (double mainstream alternatives) and packs 640 accelerator cards per rack (20x higher density than typical 32-card setups). It also boasts advancements in HBM bandwidth and energy efficiency.

Notably, Sugon’s cooling and power technologies reportedly match NVIDIA’s projected 2027 NVL576 architecture, achieving a 9x integration boost over current NVL72 systems. With full compatibility for mainstream AI ecosystems (including CUDA alternatives), domestic solutions like scaleX640 are bridging the performance gap amid U.S. export controls.

From policy tailwinds to technological breakthroughs, China’s AI infrastructure and homegrown super-nodes are converging to solidify the foundation for its artificial intelligence ambitions.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10