服务器与超节点
1. 介绍
1.1. 背景
超节点(SuperPod)是当前 AI 基础设施的主导性产品形态。华为全联接大会 2025 给出的权威表述是:"超节点已经成为主导性产品形态,并正在成为 AI 基础设施建设的新常态""超节点事实上就是一台能学习、思考、推理的计算机,物理上由多台机器组成,但逻辑上一台机器"(A级)。产业沿革上,超节点概念由 NVIDIA 提出,2024 年 3 月发布的 GB200 NVL72 被广泛视为超节点服务器的定义性产品(B 级,学术综述口径)。
超节点出现的直接动因是"一机八卡"PCIe 拓扑的带宽瓶颈:点对点互联带宽不足 64 GB/s,无法满足 MoE 大模型对大带宽低时延的需求。把数百上千加速器用内存语义网络聚合成逻辑单机,是当前两条技术路线的共同选择。
1.2. 定义与范围
服务器与超节点方向在运行侧覆盖:
| 环节 | 内容 | 典型对象 |
|---|---|---|
| 超节点形态 | 机架级到多机柜级逻辑单机 | GB200 NVL72、CloudMatrix 384、Atlas 950/960、Vera Rubin NVL72 |
| 互联网络 | Scale-up 域内网络 | NVLink/UB/全光互联(协议竞赛详见 03-cluster.md) |
| 系统管理 | 超节点四要素之一 | 系统管理软件四层(学术综述框架) |
| 电源散热 | 机柜供电与液冷 | 冷板液冷、全液冷机柜、电解电容削峰 |
| 部署运维 | 交付节奏与可维护性 | 组装时间、热替换、维护模式 |
边界说明:互联协议标准竞赛(NVLink vs UALink vs ESUN/SUE 与国内协议)属 03-cluster.md 主场,本文只写超节点域内实现;单芯片参数见 01-chip.md;GB200 NVL72 的完整硬件规格表已由设计侧收录(详见 02-行业赋能/04-硬件研发组/05-ai-infra.md),本文不重复罗列。
1.3. 在 AI Harness 体系中的定位
超节点是 Harness 六层模型中 L2 执行层的"单机化":把数百加速器聚合为一个逻辑执行单元,带来三层传导:
| Harness 层 | 超节点的作用 |
|---|---|
| L1 上下文工程 | NVLink/UB 的内存语义互联是 KV Cache 跨卡共享、内存池化的物理前提 |
| L2 工具与执行 | 超节点 = 单机化执行单元,扩大单次工具执行的算力边界 |
| L3 编排与控制 | 并行策略在超节点域内简化(TP/EP 不跨慢速边界) |
| L4 记忆与状态 | 全局统一内存支撑检查点与状态共享 |
| L6 治理与安全 | 液冷与供电合规是 L6 能耗预算的物理投影 |
瓶颈层判断:本方向的重心在 L2(单机化执行单元的规模与效率)与 L1 的物理前提(内存语义互联)。超节点域内互联带宽不足时,最先退化的不是 L3 调度而是 L1 的 KV 共享能力——因此"内存语义互联是否到位"是超节点选型的第一判据。
1.4. 发展现状
三条代际线并行推进(截至 2026-09-12):
- NVIDIA 线:GB200 NVL72 现役(72 Blackwell GPU + 36 Grace CPU,规格详见设计侧文档)→ Vera Rubin NVL72(2026 H2 交付)→ Rubin Ultra NVL576(2027 H2 预告,576 GPU 单一 NVLink 域)。
- 华为线:Atlas 900 超节点(CM384 硬件基座,官方口径累计部署超过 300 套、服务 20 多个客户)→ Atlas 950 SuperPoD(8192 卡,2026 Q4)→ Atlas 960 SuperPoD(15488 卡,2027 Q4)。
- 口径冲突并列:另有"昇腾 384 超节点商用超 750 套"的厂商传播口径(C 级)。本文正文采用 HC2025 官方的 300+ 套(A级),750 套口径标 。
- 部署极端案例:xAI Colossus 1 以 10 万卡级规模验证了液冷机架 + 以太网 Scale-out 的工程极限(122 天建成,A/B 级官方案例 PDF);Colossus 2 据媒体报道为全球首个吉瓦级 AI 训练集群(B/C 级,详见 03-cluster.md 机房侧)。
超节点四要素(互联协议、互连技术、系统管理软件、电源散热)来自中国热物理学会的学术综述框架(B 级),本文按此框架组织案例中的方案描述。
图 2-1|CloudMatrix 384 与 Vera Rubin NVL72 架构对比
示意图:基于 arXiv 2506.12708(华为/硅基流动,A 级)与 NVIDIA Vera Rubin NVL72 产品页(A 级,初步规格)绘制;CM384 光模块数量为 SemiAnalysis 口径(B 级)。
2. 名词解释
| 术语 | 英文 / 缩写 | 释义 |
|---|---|---|
| 超节点 | SuperPod | 物理上由多台机器组成、逻辑上一台计算机的机架级到多机柜级 AI 系统 |
| 统一总线 | Unified Bus,UB | 华为超节点的互联总线,提供内存语义访问,CloudMatrix 384 的 Scale-up 网络 |
| NVLink 域 | NVLink Domain | 通过 NVLink/NVSwitch 全互联的 GPU 集合,域内通信为内存语义 |
| 计算托盘 | Compute Tray | 机架级超节点中的计算单元托盘,如 NVL72 的 18 个计算托盘 |
| 通信柜 | Communication Cabinet | CM384 中承载 UB 交换与光互联的机柜(16 机柜中的 4 个) |
| 预填充/解码/缓存解耦 | Prefill/Decode/Caching Disaggregation,PDC | 把推理三子系统独立扩展的架构,CM384 论文提出 |
| 大规模专家并行 | Expert Parallelism 320,EP320 | DeepSeek-R1 的 320 个专家 1:1 映射到 320 个 die 的并行方式 |
| 直连铜缆 | Direct Attach Copper,DAC | 短距铜互连,机柜内 Scale-up 的主流物理层 |
| 有源电缆 | Active Electrical Cable,AEC | 带有源器件的电缆,用于稍长距机柜间互连 |
| 近封装光学 | Near-Packaged Optics,NPO | 光电芯片下放到 GPU 板级,米级到厘米级的光互联演进 |
| 共封装光学 | Co-Packaged Optics,CPO | 光电共封装,厘米级到毫米级,NVL72 代际开始进入交换机 |
| 无阻塞二层网络 | Non-blocking L2 Network | CM384 的 L2 层设计目标:任意两点间带宽不受限 |
| 子平面 | Sub-plane | UB 网络的多平面冗余设计,CM384 分 7 个子平面 |
| 液冷机柜 | Liquid-cooled Rack | 以冷板/浸没方式散热的机柜,高功率密度超节点的标配 |
| 电源使用效率 | Power Usage Effectiveness,PUE | 数据中心总能耗与 IT 设备能耗之比 |
| 热替换 | Hot Swap | 维护模式下不中断系统更换部件的能力,NVL72 NVLink 托盘支持 |
| 单跳时延 | Single-hop Latency | 超节点域内一次交换的传输时延,CM384 论文口径接近 1 微秒 |
| 模型算力利用率 | Model FLOPs Utilization,MFU | 实际有效算力与理论峰值算力之比 |
| 基础模块化参考设计 | MGX | NVIDIA 机架级模块化服务器参考设计,GB200 NVL72 的设计基座 |
| 超级集群 | SuperCluster | 多个 SuperPoD 组合的集群级形态,如 Atlas 950 SuperCluster(64 个 SuperPoD) |
3. 案例
3.1. CloudMatrix 384 与 Atlas 900 超节点
证据级别:A(官方论文 arXiv 2506.12708 与 HC2025 发布)
3.1.1. 背景
传统"一机八卡"服务器通过 PCIe 互联,点对点带宽不足 64 GB/s,无法满足 MoE 模型的大带宽低时延需求。在制程受限的约束下,华为选择"超节点 + 集群"路线:用更大的 Scale-up 域和系统级工程弥补单芯片差距。
3.1.2. 方案
- 规模与机柜:384 昇腾 910C + 192 鲲鹏 CPU,16 机柜 = 12 计算柜(48 节点)+ 4 通信柜;节点形态为 8 NPU + 4 鲲鹏 CPU + 7 板载 UB 交换芯片。
- UB 网络三层平面:UB(Scale-up 内存语义)、RDMA(参数与数据面)、VPC(业务面);L2 层无阻塞,分 7 个子平面冗余。
- 光互联规模:每 Pod 6912 个 400G 光模块,GPU 与光模块比 1:18(5376 个 scale-up + 1536 个 scale-out,SemiAnalysis/兴业证券口径,B 级)。
- 时延口径并列:论文口径为"跨节点带宽接近芯片内带宽、单跳延迟接近 1 微秒"(A 级);另有"UB 时延 200ns"的论坛口径(C 级)。两口径并列,均注明来源性质,。
3.1.3. 效果
- 系统密集 BF16 约 300 PFLOPS(华为 300P 口径与 SemiAnalysis 口径一致);SemiAnalysis 另有"约为 GB200 NVL72 的 1.7-2 倍"对比口径(B 级,注意 NVL72 对比维度为 BF16 算力而非综合性能)。
- 推理侧(CloudMatrix-Infer,见 05-inference-framework.md 案例 1):Prefill 6688 tokens/s/NPU、Decode 1943 tokens/s/NPU。
- 部署:Atlas 900 超节点(CM384 硬件基座)累计部署超过 300 套、服务 20 多个客户(HC2025,A级)。
- Harness 解读:CM384 把 L2 执行单元从"一台服务器 8 卡"扩大到"16 机柜 384 卡",使 L3 的 TP/EP 编排可以在域内完成而不跨慢速边界——这是 910C 单卡参数不足以独立支撑大 MoE 的条件下,系统级可达性的来源。
3.2. Atlas 950/960 SuperPoD:向万卡超节点演进
证据级别:A(华为全联接大会 2025 官方发布)
3.2.1. 背景
超节点规模从数百卡向数千乃至上万卡演进,需要解决互联拓扑扩展性、光互联成本与散热三大问题。华为以 Atlas 950/960 给出万卡级超节点的官方答案。
3.2.2. 方案
| 项目 | Atlas 950 SuperPoD | Atlas 960 SuperPoD |
|---|---|---|
| 卡数 | 8192 张昇腾 950DT | 15488 卡 |
| 算力 | FP8 8 EFLOPS / FP4 16 EFLOPS | FP8 30 EFLOPS |
| 内存 | 1152 TB | 4460 TB |
| 互联带宽 | 16.3 PB/s(华为称超全球互联网峰值带宽 10 倍以上) | 34 PB/s |
| 机柜 | 160(128 计算 + 32 互联),占地约 1000 m² | 220 机柜 |
| 互联物理层 | 柜间全光互联 | 全光互联 |
| 拓扑 | UB-Mesh 递归直连,以 64 卡为步长扩展至 8192 卡无收敛全互联 | 同路线扩展 |
| 上市 | 2026 Q4 | 2027 Q4 |
配套集群级形态:Atlas 950 SuperCluster = 64 × Atlas 950 SuperPoD,超 52 万卡、524 EFLOPS FP8;Atlas 960 SuperCluster 规划 2 ZFLOPS FP8(2027)。
3.2.3. 效果
- 性能发布口径:训练 4.91M tokens/s、推理 19.6M tokens/s;系统级时延 2.1 微秒(媒体口径 B 级)。
- 真机进度:WAIC 2026 真机首展为 1024 卡版本(1 EFLOPS FP8、256 TB 内存、3 微秒 RTT,C 级 )。
- Harness 解读:UB-Mesh 的"64 卡步长递归扩展"把 L3 编排的并行策略映射从人工设计变为结构化选择——64 卡子域天然对应 TP/EP 的稳定粒度,超节点规模扩展不再重构域内拓扑。1152 TB 级共享内存则为 L1 的超长上下文与 KV 池化提供了物理前提。
3.3. NVIDIA Vera Rubin NVL72 与 NVL576
证据级别:A(NVIDIA 产品页、GTC 2026 新闻稿与官方博客,初步规格)
3.3.1. 背景
GB200 NVL72 定义了机架级超节点后,NVIDIA 在 Vera Rubin 代际同时推进两个方向:单机柜密度提升(NVL72)与多机柜 NVLink 域扩展(NVL576)。
3.3.2. 方案
- 机架结构:18 计算托盘 + 9 NVLink 托盘;PCB 中板"无线缆、无水管、无风扇"设计;NVLink spine 内置 4 个预集成线缆盒(5000 根铜缆、总长超 2 英里)。
- 可维护性:机架约 4000 磅、约 130 万个零件;计算托盘组装时间从 2 小时降至 5 分钟;NVLink 交换托盘支持维护模式下热替换、多托盘失效可持续运行。
- 参数:72 Rubin GPU + 36 Vera CPU;NVLink 6 机架总带宽 260 TB/s;HBM4 总容量 20.7 TB(HBM4 总带宽 1,400/1,580 TB/s 两口径并列,,见 01-chip.md)。
- NVL576:8 个 NVL 机架、两层 all-to-all 拓扑、576 GPU 单一 NVLink 域(铜 + 直连光),2027 H2。
3.3.3. 效果
- 工程效果:组装时间 2 小时 → 5 分钟、托盘热替换直接改善 L5 观测中的"恢复耗时"指标——超节点的可维护性设计第一次成为官方宣传的一级指标。
- 生态效果:微软 Azure 2026-03-14 完成首家验证,2026 H2 交付。
- 新形态补充:NVIDIA Groq 3 LPX 机架(256 LPU、128 GB SRAM、40 PB/s 内存带宽、640 TB/s scale-up)与 NVL72 协同设计,表示超节点开始按"训练域 + 推理域"分工组合(性能倍数为厂商口径)。
- Harness 解读:NVL576 把 576 GPU 收进单一内存语义域,使 L1 的跨机 KV 共享与 L3 的域内编排上限再上一个数量级;"铜 + 直连光"混合物理层预示超节点物理形态将按距离分层选介质。
4. 实践标准
性质声明:以下为基于行业公开实践提炼的建议稿,非官方行业标准原文。未检索到 OCP 针对 AI 超节点机架的强制规范文本(MGX 设计贡献给 OCP 与 ESUN 工作组的事实成立,但规范原文未获链接),不得虚构。组级上位规范见同目录 AGENTS.md。
4.1. AGENTS.md 规范
4.1.1. AGENTS.md(AI Infra 组 · 服务器与超节点方向)
# AGENTS.md —— AI Infra 组 · 服务器与超节点方向
> 本文为基于行业实践提炼的建议稿,非官方行业标准原文。
> 上位规范:01-AI-Infra组/AGENTS.md(不可逆动作禁止清单、变更窗口、可观测要求)。
## 角色与边界
- 角色:超节点运行侧智能体,负责超节点选型比对、域内拓扑与并行映射评估、
互联带宽预算、散热与供电符合性核验、可维护性与交付节奏评估。
- 不负责:机房土建与供配电设计(转交基础设施团队)、芯片设计问题
(转交 04-硬件研发组)、采购决策。
- 所有超节点参数标来源级别与口径性质(实测/发布/初步规格)。
## 环境假设
执行前必须显式声明:
- 超节点型号与代际、机柜数、卡数、CPU 配比。
- Scale-up 互联体系(NVLink / UB / 其他)、域内拓扑、单跳时延口径。
- 物理层介质(DAC/AEC/光)与光模块数量级。
- 散热形态与单机柜功率密度、设计 PUE。
- 目标模型与并行策略(TP/PP/DP/EP)。
- 未声明超节点型号与互联体系时,禁止产出域内带宽、时延、并行映射结论。
## 上下文加载顺序(Context Budget)
1. 超节点规格表(含来源级别)。
2. 目标模型并行策略与带宽需求。
3. 机房约束:功率密度、散热、PUE 红线。
4. 历史部署口径(部署套数、交付节奏,区分官方与传播口径)。
## 工具契约
- 拓扑与带宽测算输出结构化表格,每行附来源与级别。
- 时延口径冲突必须并列(如 CM384 的 1 微秒 vs 200ns 两口径)。
- 部署套数等商业数据区分官方(HC2025 300+ 套)与传播口径(750+ 套,C 级)。
## 任务执行流程(SOP)
- S1 需求解析:把模型需求换算为域内带宽、显存池、机柜功率三类约束。
- S2 口径统一:算力对比同精度同密稀口径。
- S3 候选生成:候选超节点组合 + 并行映射建议。
- S4 预算测算:域内带宽、光模块比例、机柜功率、散热负荷。
- S5 合规核验:PUE 红线(1.25/1.2)与液冷要求核对。
- S6 证据打包与人工确认。
## 验证与证据要求
- 域内时延必须注明口径来源与测量层次(芯片/交换/系统)。
- 算力对比注明精度与密集/稀疏。
- 可维护性结论基于官方工程数据(组装时间、热替换能力),不用转述估算。
## 失败与升级策略
- 关键规格仅 C 级来源 → 标 [待核实] 暂停比较。
- 机房功率或 PUE 无法满足候选方案 → 输出降级方案并升级人工。
- 交付日期仅为预告口径 → 明确标注为预告,不做排期承诺。
## 安全与合规红线
- 不引用未核实的 OCP 规范文本;如需引用注明"规范原文未获链接"。
- 液冷与供配电数据注明站点与代际,禁止跨代混比 PUE。
- 禁止残留非标准占位符。
## 输出格式
- 首行:可判定结论 + 阻塞项。
- 对照表:规模/互联/散热/可维护性/交付,附来源级别。
- 预算表:域内带宽、功率、散热负荷测算。
- 数值规范:参数带单位;范围用 ~ 连接;百分比数值与 % 之间不留空格。
## 评估与自检
- 时延与部署口径是否并列标注?
- 是否存在跨代 PUE 混比?
- 预告日期是否标注为预告?
- 是否残留非标准占位符? 4.2. SKILL.md 规范
4.2.1. SKILL.md(AI Infra 组 · 超节点选型与域内预算测算)
---
name: supernode-selection-and-domain-budget
description: AI Infra 组超节点方向标准技能——超节点选型比对与域内带宽/功率
预算测算。当需要进行超节点(NVL72/CM384/Atlas 950 等)选型、测算 Scale-up
域内带宽预算、核验机柜功率与散热符合性、评估并行映射时使用。
触发词:超节点、NVL72、CloudMatrix、Atlas 950、Scale-up、光模块、液冷。
version: 1.0
created: 2026-09-12
---
# AI Infra 组 · 超节点选型与域内预算测算
> 本文为基于行业实践提炼的建议稿,非官方行业标准原文。
> 上位规范:01-AI-Infra组/AGENTS.md。
## 适用场景
- 超节点代际/路线选型(NVIDIA 线 vs 华为线 vs 其他)。
- Scale-up 域内带宽预算:目标并行策略(TP/EP)是否在域内可完成。
- 机柜功率密度与散热负荷测算,PUE 红线符合性核验。
- 可维护性与交付节奏评估(组装时间、热替换、上市时间表)。
- 部署口径核验(官方套数 vs 传播口径)。
## 前置条件
- 已声明目标模型、并行策略意向、上下文长度需求。
- 已具备候选超节点的 A/B 级规格来源。
- 已知机房约束:单机柜功率上限、散热形态、PUE 红线。
## 输入
| 输入项 | 说明 | 必需 |
|---|---|---|
| 模型与并行需求 | 参数量、专家数、TP/EP 映射意向 | 是 |
| 候选超节点规格表 | 含来源级别(实测/发布/初步规格) | 是 |
| 机房约束 | 功率密度、散热、PUE、面积 | 是 |
| 交付时间窗 | 计划上线时间 | 条件必需 |
## 输出
| 输出项 | 说明 | 必需 |
|---|---|---|
| 可判定结论 | 通过 / 不通过 / 部分通过 + 阻塞项 | 是 |
| 选型对照表 | 规模/互联/散热/可维护性/交付,附来源级别 | 是 |
| 域内带宽预算 | 并行策略带宽需求 vs 域内供给 | 是 |
| 功率散热预算 | 机柜数、总功率、散热负荷、PUE 核验 | 是 |
| 口径冲突清单 | 时延/部署套数等两口径并列 | 条件必需 |
| 待人工确认项 | 选型建议、机房改造需求 | 是 |
## 执行步骤
1. 需求解析:模型 → 域内带宽、显存池、功率三类硬约束。
2. 口径统一:算力同精度同密稀;时延注明测量层次。
3. 选型对照:结构化表格逐项标注来源级别。
4. 域内预算:TP/EP 映射到域内拓扑,测算带宽需求与供给差值。
5. 功率散热测算:机柜数 × 单柜功率,对照机房上限与 PUE 红线。
6. 可维护性评估:组装/热替换/交付节奏对照运维目标(L5 恢复耗时)。
7. 风险与口径汇总:冲突并列 + [待核实]。
8. 交付:结论 + 表格 + 待确认项。
## 质量标准(DoD)
- 每项参数有来源与级别;口径冲突并列;预告日期标注为预告。
- 带宽与功率预算给出计算过程。
- 参照口径(不得直接套用):CM384 = 384 昇腾 910C + 192 鲲鹏、16 机柜、
6912 个 400G 光模块、约 300 PFLOPS 密集 BF16(A/B 级);Atlas 950
SuperPoD = 8192 卡、8 EFLOPS FP8、1152 TB、16.3 PB/s、160 机柜、
2026 Q4(A级发布口径);Vera Rubin NVL72 = 72 Rubin + 36 Vera、
NVLink 6 260 TB/s、20.7 TB HBM4、2026 H2(A级初步规格)。
## 常见失败与处理
| 失败模式 | 现象 | 处理 |
|---|---|---|
| PUE 跨代混比 | 把 Colossus 2 的 1.12 与其他站点直接比较 | 注明站点与代际,禁止混比 |
| 传播口径当官方 | 把 750+ 套写成官方数字 | 区分 HC2025 官方 300+ 与 C 级传播口径 |
| 时延单口径 | 只引用 200ns 或 1 微秒之一 | 两口径并列 + 来源性质 |
| 预算漏光模块 | 忽略 GPU:光模块比例成本 | 预算表单列光模块项 |
| 预告当排期 | 把 NVL576 2027 H2 写成确定交付 | 标注"预告口径" |
## 示例
任务:为专家数 320 的 MoE 推理服务选择超节点形态并测算域内预算。
1. 需求解析:EP320 映射需要域内带宽覆盖全到全专家路由;TTFT 目标
决定 Prefill 子系统规模。
2. 口径统一:CM384 用论文实测口径(PDC/EP320 实证),NVL72 用初步
规格口径,分别标注。
3. 选型对照:CM384(384 卡、UB、光互联、PDC/EP320 有公开实证)vs
NVL72(72 卡、NVLink 6、铜缆、托盘热替换);各标级别。
4. 域内预算:EP320 全路由带宽测算对照 UB 与 NVLink 6 供给。
5. 功率散热:两方案机柜数与功率对比,对照机房 PUE 红线。
6. 交付:部分通过——EP320 场景 CM384 有实证支撑(Prefill 6688
tokens/s/NPU,A级),NVL72 需待正式规格与基准;口径冲突清单与
待确认项齐备。 4.3. 落地检查清单
| 序号 | 检查项 | 判定标准 | 必需 |
|---|---|---|---|
| 1 | 环境声明 | 超节点型号、互联体系、机房约束已声明 | 是 |
| 2 | 来源级别 | 规格标注实测/发布/初步规格与 A/B/C | 是 |
| 3 | 时延口径 | 域内时延注明测量层次,冲突并列 | 是 |
| 4 | 部署口径 | 官方与传播口径区分 | 条件必需 |
| 5 | 域内带宽预算 | 并行策略需求 vs 供给,含计算过程 | 是 |
| 6 | 光模块预算 | GPU:光模块比例单列 | 条件必需 |
| 7 | 功率散热预算 | 机柜数、总功率、PUE 核验齐备 | 是 |
| 8 | PUE 红线 | 对照 1.25/1.2 政策红线核验 | 是 |
| 9 | 跨代混比 | PUE 等指标注明站点与代际 | 是 |
| 10 | 预告标注 | 未上市代际标注为预告口径 | 条件必需 |
| 11 | 可维护性评估 | 组装/热替换/恢复耗时对照运维目标 | 条件必需 |
| 12 | 占位符清理 | 无 XX、___ 等非标准占位符 | 是 |
5. 总结
服务器与超节点方向是 Harness 六层模型中 L2 执行层的"单机化"环节。三条结论:
- 超节点已成为主导形态,且规模仍在加速。 从 GB200 NVL72(72 卡)到 Atlas 950 SuperPoD(8192 卡)再到 NVL576(576 卡单域、8 机架),Scale-up 域的边界从机架扩展到机房,L3 编排的域内简化空间随之扩大。
- 两条路线的工程取舍不同但目标一致。 华为以光互联 + UB + 系统规模补单点制程(CM384 有公开实证),NVIDIA 以制程 + 机架集成密度取胜(铜缆为主、托盘热替换);选型应以目标模型的并行映射与机房约束为准,不以路线站队为准。
- 可维护性进入一级指标。 NVL72 的"组装 2 小时 → 5 分钟、托盘热替换"说明超节点竞争已从峰值参数转向包含恢复耗时的全生命周期指标——这正是 Harness L5 观测指标(检测时延、隔离粒度、恢复耗时)在硬件形态上的映射。
信息缺口声明
以下条目未获 A/B 级来源确认,已在正文标注 :
- OCP 针对 AI 超节点机架的规范文本未获原文链接(MGX 贡献给 OCP 与 ESUN 工作组的事实成立);不得虚构规范编号。
- CloudMatrix 384 UB 时延:论文口径"单跳接近 1 微秒"(A 级)与论坛口径"200ns"(C 级)并列,。
- Atlas 900 超节点部署套数:官方 300+ 套(HC2025,A级)与传播口径 750+ 套(C 级)并列,。
- Atlas 950 SuperPoD 系统级时延 2.1 微秒为媒体口径(B 级);WAIC 2026 真机 1024 卡版参数为 C 级。
- Atlas 950/960 训练 4.91M、推理 19.6M tokens/s 为发布口径,无独立实测。
- Vera Rubin NVL72 HBM4 总带宽 1,400/1,580 TB/s 两口径并列(见 01-chip.md),。
- xAI Colossus 2 规模(约 55.5 万 GB200/GB300)与 PUE 1.12 为百科/媒体口径(B/C 级)。
- NVIDIA Groq 3 LPX "每瓦推理 35 倍提升"为厂商宣称口径。
- 未检索到本方向公开 AGENTS.md/SKILL.md 标准范本,本文为建议稿。
6. 参考资料
- Serving Large Language Models on Huawei CloudMatrix384 — 华为/硅基流动,arXiv 2506.12708,2025-06。https://arxiv.org/pdf/2506.12708
- 以开创的超节点互联技术,引领AI基础设施新范式(徐直军 HC2025 主题演讲)— 华为,2025-09-18。https://www.huawei.com/cn/news/2025/9/hc-xu-keynote-speech
- NVIDIA Vera Rubin NVL72 产品页(初步规格)— NVIDIA,2026-03。https://www.nvidia.com/en-us/data-center/vera-rubin-nvl72/
- NVIDIA Vera Rubin Opens Agentic AI Frontier(GTC 2026 新闻稿)— NVIDIA,2026-03。https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Vera-Rubin-Opens-Agentic-AI-Frontier/
- NVIDIA Vera Rubin POD: Seven Chips, Five Rack-Scale Systems, One AI Supercomputer — NVIDIA Developer Blog,2026-03。https://developer.nvidia.com/blog/nvidia-vera-rubin-pod-seven-chips-five-rack-scale-systems-one-ai-supercomputer/
- 超节点关键技术与产业发展态势研究 — 中国热物理学会(转载),2025-2026。https://www.zgcsswdx.cn/info/24724.html
- Success Story: xAI Colossus Cluster — Supermicro(ServeTheHome 撰写),2024。https://www.supermicro.com/CaseStudies/Success_Story_xAI_Colossus_Cluster.pdf
- Multiple AI Scale-Up Options Emerge — SemiEngineering。https://semiengineering.com/multiple-ai-scale-up-options-emerge/
- NVIDIA GB200 NVL72 产品页(设计侧交叉引用)— NVIDIA。https://www.nvidia.com/en-us/data-center/gb200-nvl72/
- AI Infra(设计侧)— 02-行业赋能/04-硬件研发组/05-ai-infra.md,2026-09-12。
Servers and SuperPods
1. Introduction
1.1. Background
SuperPod is the dominant product form of today's AI infrastructure. The authoritative formulation given by Huawei Connect 2025 is: "SuperPods have become the dominant product form and are becoming the new normal of AI infrastructure construction" and "a SuperPod is in fact a computer that can learn, think, and reason — physically composed of multiple machines, but logically a single machine" (Grade A). In terms of industry evolution, the SuperPod concept was proposed by NVIDIA; the GB200 NVL72 released in March 2024 is widely regarded as the defining SuperPod server product (Grade B, academic-review framing).
The direct driver behind the emergence of SuperPods is the bandwidth bottleneck of the traditional "one server, eight GPUs" PCIe topology: peer-to-peer interconnect bandwidth is below 64 GB/s, which cannot meet the high-bandwidth, low-latency needs of MoE large models. Aggregating hundreds or thousands of accelerators into a single logical machine via a memory-semantic network is the common choice of both current technology roadmaps.
1.2. Definition and Scope
The Server & SuperPod direction covers, on the operations side:
| Stage | Content | Typical Objects |
|---|---|---|
| SuperPod form | Rack-scale to multi-cabinet logical single machine | GB200 NVL72, CloudMatrix 384, Atlas 950/960, Vera Rubin NVL72 |
| Interconnect network | Scale-up in-domain network | NVLink/UB/all-optical interconnect (protocol race, see 03-cluster.md) |
| System management | One of the four SuperPod elements | Four layers of system management software (academic-review framework) |
| Power & cooling | Cabinet power delivery and liquid cooling | Cold-plate liquid cooling, full-liquid-cooled cabinets, electrolytic-capacitor peak shaving |
| Deployment & Ops | Delivery cadence and maintainability | Assembly time, hot swap, maintenance mode |
Scope note: The interconnect-protocol standard race (NVLink vs UALink vs ESUN/SUE and domestic protocols) is the territory of 03-cluster.md; this document covers only in-domain SuperPod implementations. Single-chip parameters are in 01-chip.md. The full hardware specification table of the GB200 NVL72 has already been collected on the design side (see 02-行业赋能/04-硬件研发组/05-ai-infra.md), and is not repeated here.
1.3. Positioning in the AI Harness System
Within the six-layer Harness model, the SuperPod is the "single-machine-ization of the L2 execution layer": it aggregates hundreds of accelerators into one logical execution unit, producing three layers of transmission:
| Harness Layer | Role of the SuperPod |
|---|---|
| L1 Context Engineering | NVLink/UB memory-semantic interconnect is the physical precondition for cross-GPU KV Cache sharing and memory pooling |
| L2 Tools & Execution | SuperPod = single-machine execution unit, expanding the compute boundary of a single tool execution |
| L3 Orchestration & Control | Parallel strategies are simplified within the SuperPod domain (TP/EP do not cross slow boundaries) |
| L4 Memory & State | Globally unified memory supports checkpoints and state sharing |
| L6 Governance & Security | Liquid-cooling and power-supply compliance are the physical projection of the L6 energy budget |
Bottleneck-layer assessment: The center of gravity of this direction lies in L2 (the scale and efficiency of the single-machine execution unit) and the physical precondition of L1 (memory-semantic interconnect). When SuperPod in-domain interconnect bandwidth is insufficient, the first thing to degrade is not L3 scheduling but L1's KV sharing capability — hence "whether memory-semantic interconnect is in place" is the first criterion in SuperPod selection.
1.4. Current Status
Three generational lines are advancing in parallel (as of 2026-09-12):
- NVIDIA line: GB200 NVL72 in service (72 Blackwell GPUs + 36 Grace CPUs, specs in the design-side document) → Vera Rubin NVL72 (2026 H2 delivery) → Rubin Ultra NVL576 (2027 H2 announced, 576 GPUs in a single NVLink domain).
- Huawei line: Atlas 900 SuperPod (CM384 hardware foundation, official figure of over 300 deployed serving 20+ customers) → Atlas 950 SuperPoD (8192 GPUs, 2026 Q4) → Atlas 960 SuperPoD (15488 GPUs, 2027 Q4).
- Conflicting figures listed in parallel: there is also a vendor-disseminated figure of "over 750 Ascend 384 SuperPods commercially deployed" (Grade C). This document adopts the official HC2025 figure of 300+ (Grade A); the 750 figure is marked
[To be verified]. - Extreme deployment case: xAI Colossus 1 validated the engineering limit of liquid-cooled racks + Ethernet Scale-out at ~100k-GPU scale (built in 122 days, Grade A/B official case-study PDF); Colossus 2 is reported by the media as the world's first gigawatt-class AI training cluster (Grade B/C, see the data-center side of 03-cluster.md).
The four SuperPod elements (interconnect protocol, interconnect technology, system management software, power & cooling) come from the academic-review framework of the Chinese Society of Thermal Physics (Grade B); this document organizes the solution descriptions in the cases according to this framework.
Figure 2-1 | CloudMatrix 384 vs Vera Rubin NVL72 architecture comparison
Schematic: drawn based on arXiv 2506.12708 (Huawei/SiliconFlow, Grade A) and the NVIDIA Vera Rubin NVL72 product page (Grade A, preliminary specs); the CM384 optical-module count follows the SemiAnalysis figure (Grade B).
2. Glossary
| Term | English / Abbreviation | Definition |
|---|---|---|
| SuperPod | SuperPod | A rack-scale to multi-cabinet AI system physically composed of multiple machines but logically one computer |
| Unified Bus | Unified Bus, UB | Huawei SuperPod's interconnect bus, providing memory-semantic access; the Scale-up network of CloudMatrix 384 |
| NVLink Domain | NVLink Domain | A set of GPUs fully interconnected via NVLink/NVSwitch; in-domain communication is memory-semantic |
| Compute Tray | Compute Tray | The compute-unit tray in a rack-scale SuperPod, e.g. NVL72's 18 compute trays |
| Communication Cabinet | Communication Cabinet | The cabinets in CM384 that carry UB switching and optical interconnect (4 of the 16 cabinets) |
| Prefill/Decode/Caching Disaggregation | Prefill/Decode/Caching Disaggregation, PDC | An architecture that scales the three inference subsystems independently, proposed in the CM384 paper |
| Large-scale expert parallelism | Expert Parallelism 320, EP320 | The parallel scheme mapping DeepSeek-R1's 320 experts 1:1 onto 320 dies |
| Direct Attach Copper | Direct Attach Copper, DAC | Short-distance copper interconnect; the mainstream physical layer for in-cabinet Scale-up |
| Active Electrical Cable | Active Electrical Cable, AEC | A cable with active devices, used for slightly longer inter-cabinet interconnect |
| Near-Packaged Optics | Near-Packaged Optics, NPO | Optoelectronic chips moved down to GPU board level; optical interconnect evolving from meter-scale to centimeter-scale |
| Co-Packaged Optics | Co-Packaged Optics, CPO | Optoelectronic co-packaging, from centimeter to millimeter scale; entering switches starting with the NVL72 generation |
| Non-blocking L2 Network | Non-blocking L2 Network | CM384's L2-layer design goal: bandwidth between any two points is not constrained |
| Sub-plane | Sub-plane | The multi-plane redundant design of the UB network; CM384 divides it into 7 sub-planes |
| Liquid-cooled Rack | Liquid-cooled Rack | A rack cooled by cold plate/immersion; standard for high-power-density SuperPods |
| Power Usage Effectiveness | Power Usage Effectiveness, PUE | The ratio of total data-center energy consumption to IT-equipment energy consumption |
| Hot Swap | Hot Swap | The ability to replace components without interrupting the system in maintenance mode; supported by NVL72 NVLink trays |
| Single-hop Latency | Single-hop Latency | The transmission latency of one switch in the SuperPod domain; close to 1 microsecond per the CM384 paper |
| Model FLOPs Utilization | Model FLOPs Utilization, MFU | The ratio of actual effective compute to theoretical peak compute |
| Modular reference design — base | MGX | NVIDIA's rack-scale modular server reference design; the design foundation of GB200 NVL72 |
| SuperCluster | SuperCluster | A cluster-level form combining multiple SuperPoDs, e.g. Atlas 950 SuperCluster (64 SuperPoDs) |
3. Case Studies
3.1. CloudMatrix 384 and Atlas 900 SuperPod
Evidence level: A (official paper arXiv 2506.12708 and the HC2025 release)
3.1.1. Background
Traditional "one server, eight GPUs" servers interconnect via PCIe, with peer-to-peer bandwidth below 64 GB/s — insufficient for the high-bandwidth, low-latency needs of MoE models. Under the constraint of process-node limitations, Huawei chose the "SuperPod + cluster" route: using a larger Scale-up domain and systems-level engineering to compensate for the single-chip gap.
3.1.2. Solution
- Scale and cabinets: 384 Ascend 910C + 192 Kunpeng CPUs, 16 cabinets = 12 compute cabinets (48 nodes) + 4 communication cabinets; node form is 8 NPU + 4 Kunpeng CPUs + 7 on-board UB switch chips.
- UB network, three-layer planes: UB (Scale-up memory semantics), RDMA (parameter and data plane), VPC (service plane); the L2 layer is non-blocking, divided into 7 redundant sub-planes.
- Optical interconnect scale: 6912 400G optical modules per Pod, GPU-to-optical-module ratio 1:18 (5376 scale-up + 1536 scale-out, SemiAnalysis/Industrial Securities figure, Grade B).
- Conflicting latency figures listed in parallel: the paper's figure is "cross-node bandwidth close to on-chip bandwidth, single-hop latency close to 1 microsecond" (Grade A); there is also a forum figure of "200ns UB latency" (Grade C). The two figures are listed side by side, each noting the nature of its source.
3.1.3. Effects
- System dense BF16 is about 300 PFLOPS (Huawei's 300P figure and SemiAnalysis's figure coincide); SemiAnalysis separately offers a "about 1.7–2x the GB200 NVL72" comparison (Grade B — note that the NVL72 comparison dimension is BF16 compute, not overall performance).
- Inference side (CloudMatrix-Infer, see 05-inference-framework.md Case 1): Prefill 6688 tokens/s/NPU, Decode 1943 tokens/s/NPU.
- Deployment: the Atlas 900 SuperPod (CM384 hardware foundation) has over 300 units cumulatively deployed, serving 20+ customers (HC2025, Grade A).
- Harness interpretation: CM384 expands the L2 execution unit from "one server, 8 GPUs" to "16 cabinets, 384 GPUs", allowing L3's TP/EP orchestration to complete in-domain without crossing slow boundaries — this is the source of system-level reachability under conditions where the 910C's single-card parameters are insufficient to independently support a large MoE.
3.2. Atlas 950/960 SuperPoD: Moving Toward 10k-GPU SuperPods
Evidence level: A (official release at Huawei Connect 2025)
3.2.1. Background
As SuperPod scale evolves from hundreds of GPUs to thousands and even tens of thousands, three problems must be solved: interconnect-topology scalability, optical-interconnect cost, and cooling. Huawei provides its official answer to 10k-GPU SuperPods with the Atlas 950/960.
3.2.2. Solution
| Item | Atlas 950 SuperPoD | Atlas 960 SuperPoD |
|---|---|---|
| GPU count | 8192 Ascend 950DT | 15488 GPUs |
| Compute | FP8 8 EFLOPS / FP4 16 EFLOPS | FP8 30 EFLOPS |
| Memory | 1152 TB | 4460 TB |
| Interconnect bandwidth | 16.3 PB/s (Huawei claims more than 10x the peak bandwidth of the global internet) | 34 PB/s |
| Cabinets | 160 (128 compute + 32 interconnect), footprint about 1000 m² | 220 cabinets |
| Interconnect physical layer | All-optical interconnect between cabinets | All-optical interconnect |
| Topology | UB-Mesh recursive direct connection, expanding in 64-GPU steps to a 8192-GPU non-convergent full interconnect | Same-route extension |
| Availability | 2026 Q4 | 2027 Q4 |
Companion cluster-level form: Atlas 950 SuperCluster = 64 × Atlas 950 SuperPoD, over 520k GPUs, 524 EFLOPS FP8; the Atlas 960 SuperCluster is planned at 2 ZFLOPS FP8 (2027).
3.2.3. Effects
- Performance-release figures: 4.91M tokens/s training, 19.6M tokens/s inference; system-level latency 2.1 microseconds (media figure, Grade B).
- Real-hardware progress: the first real-machine showcase at WAIC 2026 was the 1024-GPU version (1 EFLOPS FP8, 256 TB memory, 3-microsecond RTT, Grade C).
- Harness interpretation: UB-Mesh's "recursive expansion in 64-GPU steps" turns the mapping of L3 orchestration parallel strategies from manual design into a structured choice — the 64-GPU sub-domain naturally corresponds to a stable granularity for TP/EP, and SuperPod scale expansion no longer requires rebuilding the in-domain topology. The 1152 TB-class shared memory provides the physical precondition for L1's ultra-long context and KV pooling.
3.3. NVIDIA Vera Rubin NVL72 and NVL576
Evidence level: A (NVIDIA product page, GTC 2026 press release, and official blog, preliminary specs)
3.3.1. Background
After the GB200 NVL72 defined the rack-scale SuperPod, NVIDIA advanced two directions in parallel in the Vera Rubin generation: increasing single-cabinet density (NVL72) and expanding the multi-cabinet NVLink domain (NVL576).
3.3.2. Solution
- Rack structure: 18 compute trays + 9 NVLink trays; PCB midplane design with "no cables, no water lines, no fans"; the NVLink spine embeds 4 pre-integrated cable boxes (5000 copper cables, total length over 2 miles).
- Maintainability: the rack is about 4,000 lbs with about 1.3 million parts; compute-tray assembly time drops from 2 hours to 5 minutes; NVLink switch trays support hot swap in maintenance mode and continued operation with multiple failed trays.
- Parameters: 72 Rubin GPUs + 36 Vera CPUs; NVLink 6 rack total bandwidth 260 TB/s; HBM4 total capacity 20.7 TB (two conflicting figures for total HBM4 bandwidth — 1,400/1,580 TB/s — are listed in parallel, see 01-chip.md).
- NVL576: 8 NVL racks, a two-layer all-to-all topology, 576 GPUs in a single NVLink domain (copper + direct-attach optical), 2027 H2.
3.3.3. Effects
- Engineering effect: assembly time from 2 hours → 5 minutes and tray hot swap directly improve the "recovery time" metric in L5 observability — for the first time, SuperPod maintainability design has become a first-class metric in official marketing.
- Ecosystem effect: Microsoft Azure completed the first validation on 2026-03-14, with 2026 H2 delivery.
- New-form supplement: the NVIDIA Groq 3 LPX rack (256 LPUs, 128 GB SRAM, 40 PB/s memory bandwidth, 640 TB/s scale-up), co-designed with NVL72, indicates that SuperPods are beginning to be combined by division of labor into "training domains + inference domains" (performance multipliers follow vendor figures).
- Harness interpretation: NVL576 pulls 576 GPUs into a single memory-semantic domain, raising the ceiling of L1's cross-machine KV sharing and L3's in-domain orchestration by another order of magnitude; the "copper + direct-attach optical" hybrid physical layer heralds that the SuperPod physical form will select media by distance layer.
4. Practice Standards
Nature statement: The following is a proposed draft distilled from public industry practice, not the original text of an official industry standard. No mandatory OCP specification text for AI SuperPod racks was found (the fact that the MGX design was contributed to the OCP and ESUN work groups stands, but the original specification text could not be linked), and none should be fabricated. The group-level higher-level specification is in AGENTS.md in the same directory.
4.1. AGENTS.md Specification
4.1.1. AGENTS.md (AI Infra Group · Servers and SuperPod Direction)
# AGENTS.md —— AI Infra 组 · 服务器与超节点方向
> 本文为基于行业实践提炼的建议稿,非官方行业标准原文。
> 上位规范:01-AI-Infra组/AGENTS.md(不可逆动作禁止清单、变更窗口、可观测要求)。
## 角色与边界
- 角色:超节点运行侧智能体,负责超节点选型比对、域内拓扑与并行映射评估、
互联带宽预算、散热与供电符合性核验、可维护性与交付节奏评估。
- 不负责:机房土建与供配电设计(转交基础设施团队)、芯片设计问题
(转交 04-硬件研发组)、采购决策。
- 所有超节点参数标来源级别与口径性质(实测/发布/初步规格)。
## 环境假设
执行前必须显式声明:
- 超节点型号与代际、机柜数、卡数、CPU 配比。
- Scale-up 互联体系(NVLink / UB / 其他)、域内拓扑、单跳时延口径。
- 物理层介质(DAC/AEC/光)与光模块数量级。
- 散热形态与单机柜功率密度、设计 PUE。
- 目标模型与并行策略(TP/PP/DP/EP)。
- 未声明超节点型号与互联体系时,禁止产出域内带宽、时延、并行映射结论。
## 上下文加载顺序(Context Budget)
1. 超节点规格表(含来源级别)。
2. 目标模型并行策略与带宽需求。
3. 机房约束:功率密度、散热、PUE 红线。
4. 历史部署口径(部署套数、交付节奏,区分官方与传播口径)。
## 工具契约
- 拓扑与带宽测算输出结构化表格,每行附来源与级别。
- 时延口径冲突必须并列(如 CM384 的 1 微秒 vs 200ns 两口径)。
- 部署套数等商业数据区分官方(HC2025 300+ 套)与传播口径(750+ 套,C 级)。
## 任务执行流程(SOP)
- S1 需求解析:把模型需求换算为域内带宽、显存池、机柜功率三类约束。
- S2 口径统一:算力对比同精度同密稀口径。
- S3 候选生成:候选超节点组合 + 并行映射建议。
- S4 预算测算:域内带宽、光模块比例、机柜功率、散热负荷。
- S5 合规核验:PUE 红线(1.25/1.2)与液冷要求核对。
- S6 证据打包与人工确认。
## 验证与证据要求
- 域内时延必须注明口径来源与测量层次(芯片/交换/系统)。
- 算力对比注明精度与密集/稀疏。
- 可维护性结论基于官方工程数据(组装时间、热替换能力),不用转述估算。
## 失败与升级策略
- 关键规格仅 C 级来源 → 标 [待核实] 暂停比较。
- 机房功率或 PUE 无法满足候选方案 → 输出降级方案并升级人工。
- 交付日期仅为预告口径 → 明确标注为预告,不做排期承诺。
## 安全与合规红线
- 不引用未核实的 OCP 规范文本;如需引用注明"规范原文未获链接"。
- 液冷与供配电数据注明站点与代际,禁止跨代混比 PUE。
- 禁止残留非标准占位符。
## 输出格式
- 首行:可判定结论 + 阻塞项。
- 对照表:规模/互联/散热/可维护性/交付,附来源级别。
- 预算表:域内带宽、功率、散热负荷测算。
- 数值规范:参数带单位;范围用 ~ 连接;百分比数值与 % 之间不留空格。
## 评估与自检
- 时延与部署口径是否并列标注?
- 是否存在跨代 PUE 混比?
- 预告日期是否标注为预告?
- 是否残留非标准占位符? 4.2. SKILL.md Specification
4.2.1. SKILL.md (AI Infra Group · SuperPod Selection and In-Domain Budget Estimation)
---
name: supernode-selection-and-domain-budget
description: AI Infra 组超节点方向标准技能——超节点选型比对与域内带宽/功率
预算测算。当需要进行超节点(NVL72/CM384/Atlas 950 等)选型、测算 Scale-up
域内带宽预算、核验机柜功率与散热符合性、评估并行映射时使用。
触发词:超节点、NVL72、CloudMatrix、Atlas 950、Scale-up、光模块、液冷。
version: 1.0
created: 2026-09-12
---
# AI Infra 组 · 超节点选型与域内预算测算
> 本文为基于行业实践提炼的建议稿,非官方行业标准原文。
> 上位规范:01-AI-Infra组/AGENTS.md。
## 适用场景
- 超节点代际/路线选型(NVIDIA 线 vs 华为线 vs 其他)。
- Scale-up 域内带宽预算:目标并行策略(TP/EP)是否在域内可完成。
- 机柜功率密度与散热负荷测算,PUE 红线符合性核验。
- 可维护性与交付节奏评估(组装时间、热替换、上市时间表)。
- 部署口径核验(官方套数 vs 传播口径)。
## 前置条件
- 已声明目标模型、并行策略意向、上下文长度需求。
- 已具备候选超节点的 A/B 级规格来源。
- 已知机房约束:单机柜功率上限、散热形态、PUE 红线。
## 输入
| 输入项 | 说明 | 必需 |
|---|---|---|
| 模型与并行需求 | 参数量、专家数、TP/EP 映射意向 | 是 |
| 候选超节点规格表 | 含来源级别(实测/发布/初步规格) | 是 |
| 机房约束 | 功率密度、散热、PUE、面积 | 是 |
| 交付时间窗 | 计划上线时间 | 条件必需 |
## 输出
| 输出项 | 说明 | 必需 |
|---|---|---|
| 可判定结论 | 通过 / 不通过 / 部分通过 + 阻塞项 | 是 |
| 选型对照表 | 规模/互联/散热/可维护性/交付,附来源级别 | 是 |
| 域内带宽预算 | 并行策略带宽需求 vs 域内供给 | 是 |
| 功率散热预算 | 机柜数、总功率、散热负荷、PUE 核验 | 是 |
| 口径冲突清单 | 时延/部署套数等两口径并列 | 条件必需 |
| 待人工确认项 | 选型建议、机房改造需求 | 是 |
## 执行步骤
1. 需求解析:模型 → 域内带宽、显存池、功率三类硬约束。
2. 口径统一:算力同精度同密稀;时延注明测量层次。
3. 选型对照:结构化表格逐项标注来源级别。
4. 域内预算:TP/EP 映射到域内拓扑,测算带宽需求与供给差值。
5. 功率散热测算:机柜数 × 单柜功率,对照机房上限与 PUE 红线。
6. 可维护性评估:组装/热替换/交付节奏对照运维目标(L5 恢复耗时)。
7. 风险与口径汇总:冲突并列 + [待核实]。
8. 交付:结论 + 表格 + 待确认项。
## 质量标准(DoD)
- 每项参数有来源与级别;口径冲突并列;预告日期标注为预告。
- 带宽与功率预算给出计算过程。
- 参照口径(不得直接套用):CM384 = 384 昇腾 910C + 192 鲲鹏、16 机柜、
6912 个 400G 光模块、约 300 PFLOPS 密集 BF16(A/B 级);Atlas 950
SuperPoD = 8192 卡、8 EFLOPS FP8、1152 TB、16.3 PB/s、160 机柜、
2026 Q4(A级发布口径);Vera Rubin NVL72 = 72 Rubin + 36 Vera、
NVLink 6 260 TB/s、20.7 TB HBM4、2026 H2(A级初步规格)。
## 常见失败与处理
| 失败模式 | 现象 | 处理 |
|---|---|---|
| PUE 跨代混比 | 把 Colossus 2 的 1.12 与其他站点直接比较 | 注明站点与代际,禁止混比 |
| 传播口径当官方 | 把 750+ 套写成官方数字 | 区分 HC2025 官方 300+ 与 C 级传播口径 |
| 时延单口径 | 只引用 200ns 或 1 微秒之一 | 两口径并列 + 来源性质 |
| 预算漏光模块 | 忽略 GPU:光模块比例成本 | 预算表单列光模块项 |
| 预告当排期 | 把 NVL576 2027 H2 写成确定交付 | 标注"预告口径" |
## 示例
任务:为专家数 320 的 MoE 推理服务选择超节点形态并测算域内预算。
1. 需求解析:EP320 映射需要域内带宽覆盖全到全专家路由;TTFT 目标
决定 Prefill 子系统规模。
2. 口径统一:CM384 用论文实测口径(PDC/EP320 实证),NVL72 用初步
规格口径,分别标注。
3. 选型对照:CM384(384 卡、UB、光互联、PDC/EP320 有公开实证)vs
NVL72(72 卡、NVLink 6、铜缆、托盘热替换);各标级别。
4. 域内预算:EP320 全路由带宽测算对照 UB 与 NVLink 6 供给。
5. 功率散热:两方案机柜数与功率对比,对照机房 PUE 红线。
6. 交付:部分通过——EP320 场景 CM384 有实证支撑(Prefill 6688
tokens/s/NPU,A级),NVL72 需待正式规格与基准;口径冲突清单与
待确认项齐备。 4.3. On-the-Ground Checklist
| No. | Check Item | Pass Criteria | Required |
|---|---|---|---|
| 1 | Environment declaration | SuperPod model, interconnect system, and data-center constraints are declared | Yes |
| 2 | Source level | Specs mark measured/released/preliminary and A/B/C | Yes |
| 3 | Latency figure | In-domain latency notes the measurement level; conflicting figures listed in parallel | Yes |
| 4 | Deployment figure | Official vs disseminated figures are distinguished | Conditional |
| 5 | In-domain bandwidth budget | Parallel-strategy demand vs supply, including the calculation process | Yes |
| 6 | Optical-module budget | GPU:optical-module ratio listed separately | Conditional |
| 7 | Power & cooling budget | Cabinet count, total power, and PUE verification all in place | Yes |
| 8 | PUE red line | Checked against the 1.25/1.2 policy red lines | Yes |
| 9 | Cross-generation comparison | PUE and similar metrics note site and generation | Yes |
| 10 | Announcement marking | Not-yet-released generations are marked as announced figures | Conditional |
| 11 | Maintainability assessment | Assembly/hot swap/recovery time checked against operations targets | Conditional |
| 12 | Placeholder cleanup | No non-standard placeholders such as XX, ___ | |
| 12 | Placeholder cleanup | No non-standard placeholders such as XX, ___ | Yes |
5. Summary
The Servers and SuperPod direction is the "single-machine-ization" ring of the L2 execution layer in the six-layer Harness model. Three conclusions:
- SuperPods have become the dominant form, and scale is still accelerating. From the GB200 NVL72 (72 GPUs) to the Atlas 950 SuperPoD (8192 GPUs) to the NVL576 (576 GPUs in a single domain, 8 racks), the boundary of the Scale-up domain has expanded from the rack to the data center, and the space for in-domain simplification of L3 orchestration has grown accordingly.
- The two routes make different engineering tradeoffs but share the same goal. Huawei compensates for single-point process-node limits with optical interconnect + UB + system scale (CM384 has public evidence), while NVIDIA wins through process + rack-integration density (copper-cable dominant, hot-swappable trays); selection should follow the target model's parallel mapping and data-center constraints, not route allegiance.
- Maintainability has become a first-class metric. The NVL72's "assembly from 2 hours → 5 minutes and hot-swappable trays" shows that SuperPod competition has shifted from peak parameters to full-lifecycle metrics that include recovery time — precisely the mapping of Harness's L5 observability metrics (detection latency, isolation granularity, recovery time) onto hardware form.
Information Gap Statement
The following items have not been confirmed by a Grade A/B source and are already marked [To be verified] in the body text:
- The OCP specification text for AI SuperPod racks has not been linked (the fact that MGX was contributed to the OCP and ESUN work groups stands); no specification number should be fabricated.
- CloudMatrix 384 UB latency: the paper figure "single-hop close to 1 microsecond" (Grade A) and the forum figure "200ns" (Grade C) are listed in parallel.
- Atlas 900 SuperPod deployment count: official 300+ (HC2025, Grade A) and the disseminated figure of 750+ (Grade C) are listed in parallel.
- Atlas 950 SuperPoD system-level latency of 2.1 microseconds is a media figure (Grade B); the WAIC 2026 real-machine 1024-GPU-version parameters are Grade C.
- Atlas 950/960 training 4.91M and inference 19.6M tokens/s are release figures, with no independent measurement.
- Vera Rubin NVL72 total HBM4 bandwidth figures of 1,400/1,580 TB/s are listed in parallel (see 01-chip.md).
- xAI Colossus 2's scale (about 555k GB200/GB300) and PUE 1.12 are encyclopedia/media figures (Grade B/C).
- NVIDIA Groq 3 LPX's "35x inference improvement per watt" is a vendor-claimed figure.
- No public AGENTS.md/SKILL.md standard template for this direction was found; this document is a proposed draft.
6. References
- Serving Large Language Models on Huawei CloudMatrix384 — Huawei/SiliconFlow, arXiv 2506.12708, 2025-06. https://arxiv.org/pdf/2506.12708
- Leading a New Paradigm of AI Infrastructure with Pioneering SuperPod Interconnect Technology (Xu Zhijun's HC2025 keynote speech) — Huawei, 2025-09-18. https://www.huawei.com/cn/news/2025/9/hc-xu-keynote-speech
- NVIDIA Vera Rubin NVL72 product page (preliminary specs) — NVIDIA, 2026-03. https://www.nvidia.com/en-us/data-center/vera-rubin-nvl72/
- NVIDIA Vera Rubin Opens Agentic AI Frontier (GTC 2026 press release) — NVIDIA, 2026-03. https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Vera-Rubin-Opens-Agentic-AI-Frontier/
- NVIDIA Vera Rubin POD: Seven Chips, Five Rack-Scale Systems, One AI Supercomputer — NVIDIA Developer Blog, 2026-03. https://developer.nvidia.com/blog/nvidia-vera-rubin-pod-seven-chips-five-rack-scale-systems-one-ai-supercomputer/
- Research on Key Technologies and Industrial Development Trends of SuperPods — Chinese Society of Thermal Physics (reprint), 2025-2026. https://www.zgcsswdx.cn/info/24724.html
- Success Story: xAI Colossus Cluster — Supermicro (written by ServeTheHome), 2024. https://www.supermicro.com/CaseStudies/Success_Story_xAI_Colossus_Cluster.pdf
- Multiple AI Scale-Up Options Emerge — SemiEngineering. https://semiengineering.com/multiple-ai-scale-up-options-emerge/
- NVIDIA GB200 NVL72 product page (design-side cross reference) — NVIDIA. https://www.nvidia.com/en-us/data-center/gb200-nvl72/
- AI Infra (design side) — 02-行业赋能/04-硬件研发组/05-ai-infra.md, 2026-09-12.