Super nodes take center stage at WAIC as domestic computing power enters the era of system-level competition

① At the 2026 World Artificial Intelligence Conference, major tech companies including Huawei and Alibaba Cloud, along with firms across the computing power supply chain, unveiled their respective hyper-node products; ② In early trading today, AI server-related stocks fluctuated upward, with ZTE Corporation and Gongjin Electronics hitting their daily trading limits as of the time of writing; ③ According to Open Source Securities, the concentrated debut of numerous hyper-nodes indicates that domestic chip manufacturers have now reached a relatively aligned strategic consensus.

cls.cnJul 20 10:18

High-Tech Development: Announcement by Chengdu High-Tech Development Co., Ltd. on the Operating Performance of Its Construction Business in the First Quarter of 2026

SZSIApr 30 00:00 · Announcements

High-Tech Development: First Quarter Report for 2026

SZSIApr 30 00:00 · Announcements

Shengteng 950 super nodes to see increased production in the second half of the year: Apart from Haiguang and Shengteng, which supporting companies have been overlooked by the market?

On April 24, 2026, the preview version of DeepSeek-V4 was released. Huawei China immediately announced that its entire series of ultra-node products, including the Ascend 950, had been fully adapted to the DeepSeek V4 series models. On the same day, the procurement results for China Mobile's 2026–2027 AI ultra-node equipment were announced, with a procurement scale of 6,208 AI accelerator cards, equivalent to 776 computing node devices. Industry insiders widely believe that these are precisely the Ascend 950 ultra-nodes. Domestic computing power has entered a phase of large-scale realization. However, beyond well-known names such as Hygon and Ascend, there is a group of small companies providing supporting services for ultra-nodes that have yet to gain widespread recognition.

businesstimes cnApr 28 15:57

High-Tech Development: 2025 Annual Report

SZSIApr 28 00:00 · Announcements

High-Tech Development: Summary of the 2025 Annual Report

SZSIApr 28 00:00 · Announcements