华为汪涛：华为要打造AI算力底座，只做好一颗芯片远远不够

TL;DR - Huawei outlined a system-level AI infrastructure roadmap centered on annual Ascend chip upgrades, large-scale supernodes, optical interconnects, and the CANN software ecosystem. The strategy aims to offset manufacturing constraints by improving aggregate computing efficiency and reliability rather than relying on chip performance alone.

• Ascend 960DT is slated to deliver 2 PFLOPS FP8 or 4 PFLOPS FP4, with up to 288GB HBM and 9.6TB/s bandwidth; Huawei plans annual generations through Ascend 980 in 2029.
• The Ascend 960 supernode connects 4,096 NPUs with unified memory addressing, offering up to 8 EFLOPS FP8 and more than 1PB of HBM.
• Huawei says its NPO-based Hi-ONE optical engines replace roughly 48,000 conventional 800G modules, cutting power by over 550kW while targeting 99.8% system availability.
• CANN now reports over 5,200 monthly active developers and is entering regular open-source operation, while Ascend is moving onto PyTorch’s official support roadmap.