2023年10月24日，第十一届医药创新与投资大会在南京举行，华为制药军团总裁樊杰在会上明确了华为在生物医药领域的业务边界 1。他公开表态称：“华为不做药，也不做管线。”1 基于此定位，华为旨在成为AI制药产业的技术底座，为药企、科研机构及AI制药企业提供包括算力、存储、网络、工具链以及数据治理在内的全方位支持 1。
在具体技术能力与生态合作方面，华为展示了其全球最大规模的1024卡超节点方案 1。樊杰指出，训练模型至少需要64张卡，而目前部分合作项目已开始部署百卡规模的计算集群 1。据悉，华为已与两家医疗企业合作共建了接近亿元级投资规模的百卡集群 1。此外，深势科技、望石智慧、分子之心等企业均被列为华为在AI制药领域的合作伙伴 1。
Fan Jie, President of Huawei's Pharmaceutical Legion, explicitly stated at the 11th Medical Innovation and Investment Conference held in Nanjing on October 24, 2023, that "Huawei does not make drugs, nor does it build drug pipelines." 1 Instead, the company positions itself as the technical foundation for the AI-driven pharmaceutical industry, providing capabilities in computing power, storage, networking, toolchains, and data governance to support pharmaceutical enterprises and research institutions. 1
Huawei highlights its competitive advantage with the world's largest 1024-card supernode solution, noting that model training requires a minimum of 64 cards. 1 The company has already begun deploying clusters involving hundreds of cards through collaborations with partners such as DP Technology, Stone Intelligence, and Molecular Heart. 1 Specifically, Huawei is working with two medical enterprises to jointly build hundred-card scale computing clusters, with investment levels approaching the one-hundred-million-yuan tier. 1
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