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2026 Shanghai WAIC takeaways: SuperPods enabled by China’s scale-up technology-20260721
摩根士丹利· 2026-07-21 23:11
July 21, 2026 02:47 PM GMT Greater China Semiconductors | Asia Pacific 2026 Shanghai WAIC takeaways: SuperPods enabled by China's scale-up technology Domestic AI competition is moving up the stack—from accelerator specifications to SuperPods, workload scheduling, and full-system utilization. From new accelerators to system-level scaling: WAIC 2026 featured fewer major chip launches and a much broader range of SuperPod solutions. Almost every domestic accelerator vendor displayed a 64- or 128-card scale-up s ...