Huaqin and Inspur See SuperNode Order Growth
ODMs report rising orders for SuperNode AI infrastructure starting in the second half.
Zephyr, a pseudonymous commentator on AI hardware and semiconductors, highlighted a trend of expanding scale up infrastructure to offset GPUs that carry less HBM. The evidence packet contains a generated headline stating Huaqin forecasts over $10B in SuperNode revenue for the second half of 2026. A generated source summary adds that Huaqin and Inspur are both recording increased orders for this class of AI infrastructure beginning in the second half of the year.
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Huaqin and Inspur See SuperNode Order Growth
ODMs report rising orders for SuperNode AI infrastructure starting in the second half.
Zephyr, a pseudonymous commentator on AI hardware and semiconductors, highlighted a trend of expanding scale up infrastructure to offset GPUs that carry less HBM. The evidence packet contains a generated headline stating Huaqin forecasts over $10B in SuperNode revenue for the second half of 2026. A generated source summary adds that Huaqin and Inspur are both recording increased orders for this class of AI infrastructure beginning in the second half of the year.
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3 postsZE 
Zephyr@zephyr_z9Interesting trend Everyone is blowing up the scale up world to compensate for weaker chips with less HBM per GPU
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T( Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex@zephyr_z9 @jukan05 So the interesting thing is, how much HBM total they will produce, and what HBM what's in 950DT? iirc 6 x 24GB?
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ZE Zephyr@zephyr_z9@teortaxesTex @jukan05 DT is mostly 4 stacks * 24 GB I don't think they plan to mass produce 144GB variant, especially when the supernode exists
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