The WAIC conference marked a transition from comparing single chip benchmarks to showcase full scale domestic AI supernodes.
A supernode in AI is a massive highly integrated supercomputing cluster that functions as a single cohesive processing unit.
While individual Chinese processors may lag behind $NVIDIA(NVDA)$ architecture on advanced nodes, WAIC showcased a breakthrough in system engineering.
Huawei demonstrated its Atlas 950 SuperPoD and CloudMatrix 384 Supernode.
NVIDIA is losing its grip on the huge Chinese market as export constraints force its customers to achieve self sufficiency.
The best Chinese stocks to buy are the picks and shovels winners of AI optics & infrastructure boom.
A good stock to buy is $BIDU-SW(09888)$ $Baidu(BIDU)$ which is undervalued.
Modify on 2026-07-20 03:53
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