据业内人士介绍，国家超算互联网核心节点是"十四五"期间国家重点部署的全国一体化算力网络重大基础设施，旨在构建全球领先的国家级算力基础设施、 调度枢纽与服务平台，有力支撑人工智能、科学研究、数字经济等多领域发展。核心节点项目于2023年10月在河南郑州启动建设，2026年2月正式上线试运 行。目前核心节点已部署运行3套由中科曙光提供的万卡超集群系统，最大可对外提供超3万张国产AI加速卡算力，能够为各类Al大模型训练、高通量推 理、人工智能驱动科学创新等大规模AI计算应用场景提供高效、安全、普惠的算力服务。 新华财经上海2月8日电（记者高少华）国家超算互联网核心节点近日正式上线试运行，此次上线试运行的算力资源由中科曙光提供的3套万卡超集群系统提 供支撑，也是国家超算互联网平台上线以来接入的全国最大单体国产AI算力资源池。 专家认为，这标志着国产万卡集群已正式迈入规模化部署与实际应用的新阶段。国家超算互联网核心节点不仅缓解了算力供需失衡的行业痛点，更重塑了国 产算力产业的竞争格局，为数字经济发展注入强劲算力动能。 打通计算产业动脉，国家级算力节点试运行 随着近年来人工智能大模型、人工智能驱动科学创新（AI for ...

Core Viewpoint - The article highlights the launch of the scaleX 30,000-card supercluster by Zhongke Shuguang, marking a significant advancement in domestic AI computing power, supporting large-scale model training and high-throughput inference, and promoting a new phase of accessible and user-friendly intelligent computing [1][6]. Technological Breakthrough - The scaleX supercluster transitioned from demonstration to deployment in less than two months, showcasing China's rapid integration capabilities in large-scale intelligent computing systems [2]. - Zhongke Shuguang overcame key technical challenges such as high-speed interconnection, tight coupling of storage and computing, and efficient resource scheduling through systematic innovation [4]. Practical Value - The scaleX supercluster has demonstrated its application value across various fields, including training trillion-parameter models and enhancing inference efficiency for major internet companies [6]. - It has supported significant advancements in scientific research, such as improving protein research efficiency by 3-6 orders of magnitude, and has completed optimization for over 400 mainstream models [6]. Regional Empowerment - The deployment of three superclusters not only provides core computing support but also has a profound impact on regional development, particularly in Zhengzhou, enhancing its capabilities in computing resource scheduling and digital construction [8]. - The establishment of this core node is expected to elevate Zhengzhou's development and strengthen its role in various applications, contributing to a complete and innovative industrial ecosystem [8].

摘要： 这不仅是一个算力节点的落成，更是我国"全国一体化算力网"战略进入实质性推进阶段的重要标志。中 国算力产业正以独特的路径构建自主可控、开放协同的算力新生态，打开算力资源优化配置与高效利用 的新窗口。 闭环成形：从算力到算网到AI应用 "十五五"规划建议提出"建设全国一体化算力网"的战略目标，将算力提升到与水电同等重要的新型基础 设施地位。回看中国算力自主化进程，其实早已形成清晰的时间表与路线图。 核心节点的战略意义超越了一个计算中心的范畴，它不仅重新定义了普惠易用的新高度，更重塑了算力 基础设施的建设理念。 伴随人工智能成为全球科技竞争的制高点，算力已超越传统基础设施范畴，成为驱动数字经济发展的核 心引擎。 当前，AI大模型需求呈现爆炸式增长，各行业亟需结合自身特征开发垂类模型，但算力资源不足问题 日益凸显，成为制约产业升级的关键瓶颈。同时，国家已投建的大量超算中心，也因硬件与应用脱节、 生态体系不接轨等问题，出现算力闲置现象，资源配置效率亟待提升。 为破解上述痛点、激活算力价值，国家超算互联网平台应势而生，经过两年多积极探索，这项工作迎来 重要里程碑——2026年2月5日，国家超算互联网核心节点上线试 ...

截止到目前，国内已经有十多家企业推出了"超节点"，动作上却出现了"变形"：似乎只要把几十台服务器塞进一个机柜，用光纤连接在一起，就能贴 上"超节点"标签，对外宣称打破了摩尔定律。 在对比多款"超节点"的技术逻辑后，我们发现了一个残酷的技术真相：倘若无法实现"内存统一编址"，所谓的"超节点"多少有些"李鬼冒充李逵"的嫌疑， 本质上还是传统服务器的堆叠架构。 01 为什么需要超节点？根源在于"通信墙" 让我们先回到原点：为什么在互联网时代用了二十多年的Scale Out集群架构，在大模型时代却行不通了？ 中国信通院在几个月前发布的《超节点发展报告》中已经给出了答案，将原因形象地归纳为"三堵墙"： 当万亿参数的多模态大模型成为一种常态，AI行业的 " 军备竞赛 " 早已转向： 不再只是卷模型参数、堆叠服务器，而是深入底层计算架构，开启了一场 " 系统级对决 " 。 "超节点"由此成为计算产业的"新宠"。 第一个是通信墙，在大模型训练场景中，通信频次随模型层数和并行度呈指数级增长，微秒级的协议栈延迟在万亿次迭代中累积，将导致计算单元长时间 处于等待状态，直接限制算力利用率。 第二个是功耗与散热墙，为了解决延迟和等待， ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment cooled l ...

Core Insights - Q/C Technologies, Inc. has appointed Chelsea Voss to its Board of Directors, enhancing its expertise in advanced computation and AI systems [1][3] Company Overview - Q/C Technologies is focused on pioneering energy-efficient quantum-class computing infrastructure, specifically through the development of quantum-class laser processing units (qc-LPU) [5] - The company has a licensing agreement with LightSolver, granting exclusive rights to innovative quantum-inspired laser-based processing units aimed at solving compute-intensive problems at high speeds [5] Board Appointment - Chelsea Voss brings significant experience from her role at OpenAI, where she contributed to the development and deployment of advanced AI systems [2][3] - Voss's background includes expertise in machine learning infrastructure, model evaluation, and hardware reliability, which will support Q/C Technologies' quantum-class computing strategy [2][3] Strategic Goals - Q/C Technologies aims to address fundamental challenges in computation, efficiency, and scalability, particularly in the realm of photonic computing [3] - The partnership with LightSolver is intended to enhance the performance and sustainability of next-generation applications in the cryptocurrency domain [5]

Core Insights - The article highlights the rapid industrial transformation and economic development in Henan, emphasizing the establishment of innovative factories and smart production lines that contribute to high-quality economic growth in the region [1] Company Developments - A computing giant has submitted its listing guidance to the Henan Securities Regulatory Bureau, marking a significant milestone in the digital transformation journey of the region [2] - The company has established a 182-acre base in Zhengzhou, featuring a 270,000 square meter complex that includes an administrative building, global advanced computing exhibition hall, and laboratories, creating over 3,000 high-end jobs [2] - The company aims to achieve a revenue of over 40 billion yuan by 2024 and expects to surpass 50 billion yuan by 2025, indicating a strong growth trajectory [2] Strategic Alignment - The rise of the computing company aligns with Zhengzhou's strategic plan to become a leading hub for computing power, aiming to build a dual-first city in supercomputing and intelligent computing [4] - The company has established a global network with 10 R&D centers and 6 supply centers, serving over 10,000 clients across more than 100 countries and regions [4] Market Impact - The company has become a leader in the liquid-cooled server market in China, maintaining the top market share for two consecutive years [4] - The establishment of a production base in Zhengzhou has led to a rapid market share increase, with the company ranking third in the domestic market within six months of operation [4] Ecosystem Development - The company is recognized as a "chain leader" in Henan's advanced computing industry, driving collaborative upgrades across the supply chain [5] - Local companies, such as Henan Letongyuande Information Technology Co., have benefited from the company's expertise, successfully integrating into its localized supply chain [5] Innovation and Future Vision - Zhengzhou has seen the establishment of numerous innovation platforms and research institutes, enhancing its status as a regional technology innovation hub [5] - The company aims to empower various industries through its vision of building a smart era, focusing on computing power, digital business, and energy solutions [5]

Core Insights - The article highlights the transformation of Henan's economy through innovation and industrial upgrades, showcasing the emergence of smart production lines and innovation factories as key drivers of high-quality economic development [3]. Group 1: Company Overview - Super Fusion, a computing power giant, has submitted its listing guidance to the Henan Securities Regulatory Bureau, marking a new milestone in the digital transformation of the region [4]. - The company occupies 182 acres with a building area of 270,000 square meters, creating over 3,000 high-end jobs and aiming for revenue to exceed 40 billion yuan by 2024 and 50 billion yuan by 2025 [4]. - Super Fusion has established 10 R&D centers and 6 supply centers globally, serving over 10,000 clients across more than 100 countries and regions [5]. Group 2: Industry Impact - The rise of Super Fusion aligns with Zhengzhou's strategic plan to become a leading computing power hub, aiming to build a dual-first city in supercomputing and intelligent computing [4]. - The company has achieved a market share of third place in the domestic market for liquid-cooled servers, demonstrating the strength of "Zhengzhou manufacturing" [5]. - Zhengzhou's electronic information industry saw a 24.6% year-on-year increase in added value in November 2025, significantly driven by Super Fusion's presence [5]. Group 3: Ecosystem Development - Super Fusion acts as a "chain master" in Henan's advanced computing industry, promoting a collaborative upgrade of the supply chain through a "technology + service + ecosystem" model [6]. - The establishment of the Zhongyuan Science and Technology City Innovation Alliance and the presence of 16 top universities' research institutes in Zhengzhou contribute to a robust innovation ecosystem [6]. - The company aims to empower various industries through its vision of building a smart era, enhancing its role in the global computing power landscape [6].

Core Viewpoint - The Ministry of Industry and Information Technology has issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," emphasizing the acceleration of a new computing power system, which aligns with national strategic directions [1] Group 1: Company Initiatives - The company, Fengyun Times, was invited to report to the Ministry of Industry and Information Technology, discussing its research and industrial layout in space computing, integrated space-ground computing power systems, and AI computing power [1] - The exchange focused on the construction of a new computing power system, efficient collaboration of computing resources, and integrated space-ground capabilities, highlighting the critical role of computing infrastructure in supporting the development of space computing, AI computing, and integrated capabilities [1] Group 2: Industry Development - Experts provided professional guidance on the company's exploration in space computing, AI computing, and embodied intelligence, indicating a focus on future industry development priorities [1] - Fengyun Times is concentrating on space computing, AI computing infrastructure, and embodied intelligence, aiming to create a comprehensive service system covering "sky, ground, and end" [1] - By December 2025, the company plans to collaborate with Jiadu Technology to explore how space-based computing can effectively empower core urban scenarios, providing new productivity paths for applications such as smart transportation [1]

Core Insights - One Stop Systems, Inc. (OSS) is focused on rugged enterprise-class computing, particularly in artificial intelligence (AI), machine learning (ML), and edge sensor processing [1][5] - Industrial Alliance Securities has set a price target of $9 for OSS, indicating a potential price increase of approximately 25.75% from its current price of $7.16 [1][5] Financial Performance - OSS has sold Bressner Technology GmbH to Hiper Euro GMBH for $22.4 million, allowing the company to concentrate on its core markets [2][5] - The original acquisition cost of Bressner was $5.6 million in 2018, resulting in a significant return on investment [2] - OSS's current stock price is $7.01, reflecting a 3.01% increase, with fluctuations between $6.69 and $7.41 during the trading day [3] - Over the past year, OSS's stock has experienced a high of $7.92 and a low of $1.85, indicating significant volatility [3][5] Market Activity - OSS's market capitalization is approximately $150.88 million, with a trading volume of 522,439 shares on the NASDAQ exchange [4]