Overview

• Huawei unveiled the CloudMatrix 384 at the World Artificial Intelligence Conference in Shanghai, marking its first public showcase of the clustered AI platform.
• The system packs 384 self-developed Ascend 910C chips into a proprietary supernode architecture designed to accelerate inter-chip communication.
• U.S. research firm SemiAnalysis reports that CloudMatrix 384 outperforms Nvidia’s GB200 NVL72 on select benchmarks by leveraging large-scale chip clustering and system-level innovations.
• Huawei Cloud CEO Zhang Pingan confirmed in June that the platform is already running on Huawei’s cloud infrastructure, enabling immediate enterprise access.
• China’s AI firms formed the Model-Chip Ecosystem Innovation Alliance and the Shanghai General Chamber of Commerce AI Committee in response to U.S. export restrictions, aiming to build a fully integrated domestic chip-to-model ecosystem.