Nvidia can only do 128 cards, Biren can do 1024 cards! Domestic optical interconnection super node WAIC debuts

Kuai Technology reported on July 18 that at the 2026 World Artificial Intelligence Conference, Biren Technology, Xizhi Technology and ZTE announced the first LightSphere X-ray interconnection super node, which caused a shock in the industry with a cluster scale of 1024 GPU cards. For comparison, NVIDIA's current upper limit for a single cluster based on traditional electrical interconnection solutions is approximately 128 GPU cards. Biren uses near-packaging optical technology to package optical modules close to GPUs and replace copper wire transmission with silicon optical chips, which in one fell swoop increases the scale of interconnection by an entire order of magnitude. Optoelectronics LightSphere This is not the first time that Biren Technology has challenged Nvidia. The company released a 7nm general-purpose GPU in 2022, claiming that its performance exceeded Nvidia's latest 4nm products at the time. If that time was about catching up at a single point, this time the optical interconnection super node is looking for a path to overtake in corners from the system architecture dimension. According to foreign media reports, the funds raised by Biren Technology through the IPO will focus on core projects such as near-package optics, co-package optics, and optoelectronic hybrid computing accelerator cards. WAIC's debut marks its optical route from paper to reality. Huawei and Moore Thread have previously launched their own CUDA compatible solutions. The domestic GPU army is shifting from catching up with hardware parameters to breaking through through architectural innovation. The idea of ​​replacing electricity with light may become the most powerful weapon to challenge Nvidia's ecological hegemony.