Huaqin expects super node revenue to exceed 10B RMB in 2H 2026
zephyr_z9 · x · 2026-08-30
A new trend in AI infrastructure involves scaling up super nodes to compensate for weaker chips with less HBM per GPU. ODM data indicates Huaqin expects super node revenue to surpass 10 billion RMB in the second half of 2026, with monthly production exceeding 100 cabinets by July. The top three cloud providers have each placed orders exceeding 1 billion RMB. Additionally, Huaqin anticipates significant revenue from switches, with super node margins projected to be higher than other business lines.
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