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重點要聞
行業更新 | 中國資訊科技硬件
華為在上海舉辦了「華為全聯接大會2026」(Huawei Connect 2026,主題為「邁向智能體世界」),聚焦於針對長時程智能體工作負載的人工智能基礎設施。 華為將昇騰960加速器的發佈時間提前至2027年第1季(960DT訓練)及2027年第3季(960PR推理),同時推出液冷Atlas 960E SuperPoD(配備4,096顆NPU,基於UnifiedBus的NPO),並升級了泰山950 SuperPoD、CloudEngine交換機以及OceanStor M900上下文記憶體儲存。 首選股票:ASMPT、北方華創、大族激光、工業富聯。
重點要聞
行業更新 | 中國資訊科技硬件
華為在上海舉辦了「華為全聯接大會2026」(Huawei Connect 2026,主題為「邁向智能體世界」),聚焦於針對長時程智能體工作負載的人工智能基礎設施。 華為將昇騰960加速器的發佈時間提前至2027年第1季(960DT訓練)及2027年第3季(960PR推理),同時推出液冷Atlas 960E SuperPoD(配備4,096顆NPU,基於UnifiedBus的NPO),並升級了泰山950 SuperPoD、CloudEngine交換機以及OceanStor M900上下文記憶體儲存。 首選股票:ASMPT、北方華創、大族激光、工業富聯。
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