HW INSIDER SAYS INITIAL ATLAS-950 DELIVERIES WILL BE 1024-CARD VERSION. DEMAND FOR 8192-CARD SUPERNODE IS NOT THERE. EACH 1024-CARD IS ~1 EFLOPS FP8.

IT WILL BE AVAILABLE ON HW CLOUD IN AUG & EXTERNAL CUSTOMERS IN Q4. DS LIKELY BUYING 1024-CARD NODES & CONNECTING THEM TOGETHER EACH YR, NEW ASCEND-CARD 2X IN COMPUTE, SO IT CAN PLUG IN MORE POWERFUL COMPUTE AS TIME GOES ON. HW IS ALSO DEPLOYING KUNPENG-950 SUPERNODE W/ UNIFIED MEMORY POOL THAT DS MAY BE INTERESTED IN. IT IS DEPLOYING 16K CARD

High demand for 1024-card Atlas-950 at ~1 EFLOPS FP8, with HW Cloud availability in August and external Q4 deliveries.