According to the CITIC Securities Research Report, on September 17-19, 2026, the Huawei Full Connectivity Conference was held in Shanghai. The company said that supernodes have become the mainstream form of computing power infrastructure in the Agentic AI era. The Ascend series chips are an important base, the 950 has already been commercialized on a large scale, and the 960DT/PR will all be released in advance; in terms of supernodes, Huawei released the industry's first supernode using NPO, the “Shengteng 960 Supernode”, which is expected to be launched in 2027Q3. Currently, domestic computing power is being iterated at an accelerated pace. Shengteng is leading the “light entering and falling back” trend and betting on NPOs. It is recommended to pay attention to investment opportunities in Huawei's optical connectivity industry chain.

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