
一 | Chinese President Xi Jinping on Monday hailed the "indelible contributions" of late leader Jiang Zemin and urged the whole Communist Party of China (CPC) and the Chinese people of all ethnic groups to continue advancing the cause of socialism with Chinese characteristics. Xi, also general secretary of the CPC Central Committee and chairman of the Central Military Commission, made the remarks at a grand gathering at the Great Hall of the People in Beijing marking the centenary of Jiang's birth. "We pay high tribute to his towering achievements and learn from his noble demeanor," Xi said, calling for continuous efforts to create better lives for the Chinese people and write an even more brilliant chapter for the Chinese nation. In his tribute, Xi described Jiang as a long-tested communist fighter and an outstanding leader of the great cause of socialism with Chinese characteristics. Jiang was the core of the third generation of the Party's central collective leadership and the principal founder of the Theory of Three Represents. Jiang was born in August 1926 in Yangzhou, Jiangsu Province. In 1989, he was elected general secretary of the CPC Central Committee. He passed away in 2022 at the age of 96. About 6,000 people were present at Monday's commemoration, which was presided over by Li Qiang and attended by Zhao Leji, Wang Huning, Cai Qi, Ding Xuexiang, and Li Xi -- all members of the Standing Committee of the Political Bureau of the CPC Central Committee -- as well as Vice President Han Zheng. Xi and other leaders met with members of Jiang's family and took group photos with them before the gathering began. FIRMNESS IN POLITICAL CONVICTION Jiang made indelible contributions to safeguarding the great cause of socialism with Chinese characteristics, breaking new ground in reform and opening up in all respects, achieving overall moderate prosperity in people's lives and successfully advancing the cause of socialism with Chinese characteristics into the 21st century, Xi said. Xi spoke highly of Jiang's steadfast commitment to communist ideals and his devotion to the Party and the people, calling on Party members to draw strength from his firm political conviction. He highlighted Jiang's view that the farther the country advances along the path of reform and opening up and the more its economy develops, the more crucial it becomes to strengthen the Party's leadership and improve Party building. On the new journey, Xi stressed, it is imperative to uphold the overall leadership of the Party and the centralized, unified leadership of the CPC Central Committee, unswervingly strengthen the full and rigorous Party self-governance, and ensure the Party remains the strong leadership core in the cause of socialism with Chinese characteristics. Jiang always stood with the people and cared for their well-being, Xi said, calling for efforts to learn from the late leader's dedication to and profound love for the people. Jiang pointed out that the fundamental goal of economic development is to raise people's living standards. He also placed emphasis on building a moderately prosperous society at a higher level in an all-round way that would benefit over a billion people, Xi said. Xi underscored the importance of adhering to a people-centered approach to development and demanded solid steps in promoting the all-round development of the people and common prosperity for all on the new journey. INNOVATIVE SPIRIT, STRATEGIC THINKING, COURAGE AND VISION Xi commended Jiang's efforts in advancing innovations in theory, institutions, science and technology, culture, and other fields, calling for drawing on his innovative spirit. By pooling the wisdom of the whole Party, Jiang created the Theory of Three Represents, which has further answered the questions of what socialism is and how to build it, and creatively addressed what kind of Party to build and how to build it, Xi said. Xi highlighted Jiang's role in opening China further to the world, including leading the country's accession to the World Trade Organization. On the new journey, Xi said, we must properly respond to the questions facing China, the world, the people and the times, and constantly break new ground in adapting Marxism to the Chinese context and the needs of the times. Jiang's far-sightedness and strategic thinking were highlighted by Xi. With an international perspective and a vision for the future, Jiang advanced the cause of the Party and the state with a slew of major decisions and measures, Xi said. Jiang made arrangements with foresight for building a moderately prosperous society in all respects, and put forth a series of thoughts on foreign affairs and international strategies to advance the development of a multipolar world and economic globalization in the right direction. Looking ahead, it is essential to fully and faithfully apply the new development philosophy on all fronts, accelerate efforts to create a new development pattern, and make solid headway in promoting high-quality development, Xi said, calling for further efforts to build a community with a shared future for humanity and add more positive energy to world peace and development. Xi also highlighted Jiang's extraordinary courage and vision. Jiang made resolute decisions at key historical junctures and critical moments, and responded calmly to risks and challenges, securing the steady advancement of China's reform and opening up as well as socialist modernization, Xi said. In particular, Jiang led China to successfully withstand the impact of the Asian financial crisis and secure the complete victory in the battle against the severe floods in 1998, Xi noted. "On the new journey, we should stand ready to withstand high winds, choppy waters, and even dangerous storms, resolutely safeguard national sovereignty, security, and development interests, and continue to write a new chapter in the miracles of fast economic growth and long-term social stability," Xi said.
。 7月20日,为期4天的2026世界人工智能大会(WAIC)正式落幕,从AI算力、具身智能到大模型应用,各类前沿技术在这场行业盛会上集体亮相。一众展品当中,曾经冷门的算力基础设施超节点,被众多厂商搬到了聚光灯下,风头甚至不输消费电子产品。
活动现场,众多厂商展示出了一排排黑色机柜,这套系统机柜造价动辄上亿元,运输困难,展出机会十分有限。

二 | 不少展台前都挤满了观众,有人举起手机拍摄,有人围着讲解员追问参数,还有参观团在人群外排队等待。 所谓“超节点”,通俗来讲,就是通过高速互联把多张AI芯片或加速卡,组织成一个更大的计算单元,让它们能像一台“大计算机”一样高效协同工作。 随着单块芯片的性能提升越来越难,厂商们想要继续把整体算力往上推,就只能想办法让芯片之间更紧密地协作。因此,在今年的WAIC上,各大公司集体冲进了超节点赛道。 其中,华为Atlas 950是本届WAIC最受关注的算力展品之一。

三 | 华为披露的信息显示,Atlas 950 SuperPoD基于灵衢互联协议和超节点架构,将1024张昇腾卡组织成一个计算单元,提供256TB全局统一内存编址空间,面向万亿参数大模型训练和高并发推理。 在中科曙光展区,曙光8000“登峰”同样吸引了大量观众。它并非一个单体超节点,而是一个全国产十万卡AI超集群,覆盖科学计算、大模型训练、AI推理和工业仿真等不同任务。

四 | 对比来看,两套厂商系统都展示了国产算力向外扩张的不同层级:从造出一颗芯片,到把上千张卡连成一台大计算机,再到把大量节点组织成可以持续运行的算力集群。

五 | 此外,阿里、百度等头部厂商也没闲着,携自研超节点产品登场。

六 | 阿里真武M890x磐久AL128超节点、百度天池512超节点同台竞技,展现出在中国AI基础设施下的不同路径。

七 | 国产GPU厂商也在加速涌入这一市场。如沐曦股份首发“曦景”S系列超节点产品,构建全栈国产算力产品矩阵;燧原科技发布多款高性能超节点方案,满足万卡级以上大规模集群组网需求等。 可以说,到了今年,超节点几乎成了整个国产算力行业的集体共识,一些机构甚至将2026年称为“国产超节点方案量产元年”。华泰证券测算称,2028年国产超节点市场空间有望达到3414亿元,2026年至2028年复合年均增长率高达194%。 超节点之所以受到追捧的一个重要背景在于,大模型正在从“参数规模竞赛”走向“交付能力竞赛”。一方面,各家模型的规模持续扩大,参数动辄达到万亿级,对算力集群的训练效率、通信能力和稳定性都提出了更高要求;另一方面,随着大模型加速进入产业应用,模型不再只是生成“看起来不错”的内容,而是要能够围绕复杂目标,直接产出可用、可交付的结果。

八 | 这类需求在今年WAIC上已经有明显体现。

九 | 商汤在活动现场发布了其多模态基座模型SenseNova U1 Pro,按照商汤的说法,新模型要解决的核心问题,是让模型能够围绕一个复杂目标,直接生成可用于实际场景的交付产品。 商汤科技首席科学家林达华对《财经天下》表示,“以前的生图软件通常采用‘平均分’式的评价逻辑,一张图里有100个字,即便错了1个字,也可能被视为99分。

十 | 但对于交付级设计模型而言,只要错一个字,或者出现一个明显瑕疵,本质上就是不合格的”。

十一 | 正因为如此,交付级AI对底层算力的要求,已经不再只是“跑得快”这么简单。过去,市场更关注单颗芯片的算力和制程。

十二 | 但在大模型时代,更关键的是上百张、上千张卡能否高效协同、稳定运行。 未来,超节点不只是厂商展示技术实力的产品,也可能成为国产AI基础设施竞争的重要入口。在众多厂商中,谁能更好地打通芯片、互联、软件和应用,谁就更可能在下一个阶段占据更多主动。 (文 | 豆蔻,图片来源 | 视觉中国,本内容转载自财经天下WEEKLY)。
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