CITIC Securities’ research report highlights that the super node solution is poised for swift volume expansion. As the foundational computing unit for future AI infrastructure, super nodes boast strengths in scaling up, including efficient communication bandwidth and inherent memory semantics. These features make them inherently compatible with the current mainstream Mixture-of-Experts (MoE) architecture model computations. The system-level “anti-decoupling” characteristic of super nodes elevates their overall system value. However, their design confronts several pressing challenges, such as multi-chip power consumption, heat dissipation, and rack reliability, all of which require urgent solutions. CITIC Securities maintains that super nodes are likely to boost the value of the full-machine segment through heightened technological innovation. The firm is upbeat about the future prospects of the full-machine segment of super node servers and advises keeping a close watch on relevant companies throughout the industrial chain.