12位AI芯片高管复盘WAIC：云端抢做超节点，端侧还在等爆款

TL;DR - At WAIC 2026, Chinese AI-chip executives described a shift from single-chip benchmarks toward inference-oriented “supernodes” integrating chips, interconnects, software, and infrastructure. Edge AI is advancing but still lacks a mass-market killer application.

• Agent workloads are driving demand for low-latency inference and tightly coupled scale-up systems.
• Competition increasingly centers on token cost, system efficiency, reliability, software ecosystems, and full-stack delivery rather than peak chip performance.
• Open interconnect protocols and cross-vendor collaboration are emerging to reduce fragmentation and enable larger heterogeneous clusters.
• Edge adoption depends on efficient specialized chips, compressed local models, cloud-edge coordination, data security, and compelling applications.