Core Insights - The founder, chairman, and CEO of Moore Threads, Zhang Jianzhong, announced the launch of the AI computing notebook MTT AIBOOK at the first MUSA Developer Conference [1] - The notebook is available for pre-sale on JD.com at a price of 9,999 yuan for the 32GB and 1TB version, with an official release date set for January 10, 2026 [1] - The MTT AIBOOK features Moore Threads' newly developed self-researched intelligent SoC chip "Yangtze," which integrates a high-performance full-core CPU and a fully functional GPU, supporting the MUSA unified architecture with heterogeneous AI computing power reaching 50 TOPS [1] Company Developments - Moore Threads has introduced a new product aimed at enhancing AI computing capabilities in the market [1] - The MTT AIBOOK represents a significant step in the company's strategy to leverage its proprietary technology in the AI sector [1] Market Position - The pricing strategy for the MTT AIBOOK positions it competitively within the high-performance computing segment [1] - The integration of advanced technology such as the "Yangtze" chip indicates Moore Threads' commitment to innovation in AI and computing [1]

Core Insights - The first MUSA Developer Conference (MDC 2025) was held by Moore Threads in Beijing, focusing on full-function GPUs and showcasing the latest applications in various fields such as AI, scientific computing, and 6G networks [1][10] - Moore Threads plans to release a new GPU architecture named "Huagang" in 2026, which will feature a new instruction set, a 50% increase in computing density, and a 10-fold improvement in energy efficiency [1][10] Company Developments - Moore Threads' CEO Zhang Jianzhong emphasized the need for AI infrastructure to empower researchers and developers across industries, highlighting the role of full-function GPUs in this context [3][12] - The full-function GPU includes four main functional engines: AI computing acceleration, graphics rendering, physical simulation and scientific computing, and ultra-high-definition video encoding and decoding [3][12] - The MUSA architecture has evolved from "Sudi" in 2022 to "Chunxiao" in 2023, "Quyuan" in 2024, "Pinghu" in 2025, and will introduce "Huagang" in 2026 [3][12] Product Launches - A new computing chip named "Huashan" will be launched based on the "Huagang" architecture, supporting AI training and inference integration, with enhancements in computing, storage, and communication [5][14] - The "Huashan" chip will support the construction of AI factories with over 100,000 cards and will feature advanced asynchronous programming technology and tensor computing engines [5][14] - Another product, the high-performance graphics rendering chip "Lushan," will achieve a 15-fold improvement in 3A game performance [6][15] Industry Trends - The trend towards large-scale AI model training clusters is evident, with Moore Threads introducing the KUAE 10,000-card intelligent computing cluster, boasting a floating-point computing capability of 10 Exa-FLOPS [8][17] - The applications of full-function GPUs are expanding into quantum technology, 6G, embodied intelligence, smart driving, and smart agriculture [8][17] - The establishment of Moore Academy aims to cultivate developers, with nearly 200,000 users registered, and initiatives to engage university students in MUSA development skills [8][17] Expert Opinions - Academician Zheng Weimin highlighted the importance of three pillars for achieving sovereign AI: autonomous computing power, strong algorithms, and self-sufficient ecosystems, emphasizing the role of developers in this ecosystem [9][18] - Zheng pointed out the challenges of high migration costs and immature toolchains in the industry, advocating for unified or highly compatible interface standards to reduce fragmentation [9][18]

Core Viewpoint - The chairman and CEO of Moore Threads, Zhang Jianzhong, announced the launch of a new generation GPU architecture called "Huagang" at the first MUSA Developer Conference on December 20 [2] Group 1: Product Features - The "Huagang" architecture is based on a new generation instruction set [2] - It boasts a 50% increase in computing density [2] - The energy efficiency has improved by 10 times [2] - It can support intelligent computing clusters with over 100,000 cards [2]

Core Insights - The company, Moer Thread, has officially launched its new GPU architecture "Huagang" along with two chips, "Huashan" and "Lushan," which significantly enhance computing power and energy efficiency [1][2][3] Group 1: New GPU Architecture - The "Huagang" architecture features a new instruction set, achieving a 50% increase in computing density and a 10-fold improvement in energy efficiency, capable of supporting over 100,000 card-scale intelligent computing clusters [2][3] - The architecture includes end-to-end acceleration technology and a new asynchronous programming model, along with breakthroughs in graphics through the first-generation AI generative rendering architecture (AGR) and second-generation ray tracing hardware acceleration engine [2][3] Group 2: New Chips - The "Huashan" chip is designed for AI inference and training integration, featuring enhancements in floating-point computing power, memory bandwidth, and capacity, along with a new generation asynchronous programming technology [3][10] - The "Lushan" chip targets high-performance graphics rendering, benefiting from the new instruction set of the "Huagang" architecture, with similar improvements in computing density and energy efficiency [3][11] Group 3: AI Computing Laptop - The company has introduced the MTTAIBOOK, an AI computing laptop equipped with the newly launched "Changjiang" SoC chip, featuring a high-performance CPU and full-function GPU, priced at 9,999 yuan for the 32GB+1TB version, set to launch on January 10, 2026 [5][12] - The MTTAIBOOK includes an AI agent and digital human, supporting various operating systems and designed for development, office work, and entertainment [6][12] Group 4: Market Performance - The stock price of Moer Thread has recently experienced a decline, with a drop of 5.9% on December 19, closing at 664.10 yuan per share, reflecting a cumulative decline of 29.4% from the peak on December 11, although it remains over 481% higher than its initial offering price [7][12]

现场发布了MTT AIBOOK 图片来源：每经记者杨卉摄 （文章来源：每日经济新闻） 今日，被称为"国产GPU（图形处理器）第一股"的摩尔线程（SH688795）在北京举办了首届"MUSA开发者"大会，《每日经济新闻》记者现场参会。会上， 摩尔线程创始人、董事长兼首席执行官张建中发布了摩尔线程的首款个人手提电脑产品——MTT AIBOOK。据张建中介绍，这款PC（个人电脑）将于下月 起供货。据悉，MTT AIBOOK内置AI（人工智能）智能体和AI数字人，可切换Android、Windows、Linux三种系统。 ...

Core Viewpoint - Moore Threads has launched the MTT AIBOOK notebook, which features advanced AI computing capabilities and is now available for pre-sale on JD.com at a price of 9,999 yuan [1] Group 1: Product Launch - The MTT AIBOOK notebook is equipped with Moore Threads' newly developed intelligent SoC chip "Yangtze," which integrates a high-performance all-core CPU and a fully functional GPU [1] - The notebook supports the MUSA unified architecture and offers heterogeneous AI computing power of 50 TOPS [1] Group 2: Product Features - The MTT AIBOOK is designed for development, office work, and entertainment, supporting Windows virtual machines, Linux, Android containers, and all domestic operating systems [1] - The notebook is available in a configuration with 32GB of RAM and 1TB of storage [1]

Group 1 - The core focus of the news is the announcement by Moer Thread, a leading domestic GPU company, regarding the production of its fifth-generation GPU architecture "Huagang" set to begin next year [2][4] - Moer Thread's CEO Zhang Jianzhong introduced several products based on the "Huagang" architecture, including the AI training and inference product "Huashan," the high-performance graphics rendering product "Lushan," and the "Changjiang" intelligent SoC chip [2] - Moer Thread differentiates itself by offering a full-featured GPU that integrates AI chips, GPGPU, and graphics chips, while being compatible with NVIDIA's ecosystem (CUDA) [4] Group 2 - The "Huagang" architecture features a new instruction set, with a 50% increase in computing density and a 10-fold improvement in energy efficiency, capable of supporting intelligent computing clusters of over 100,000 cards [4] - The GPU is equipped with the first-generation AI generative rendering architecture (AGR) and a second-generation ray tracing hardware acceleration engine, supporting DirectX 12 Ultimate, which is considered the gold standard for next-generation gaming [4]

Core Viewpoint - The article highlights the launch of the new GPU architecture "Huagang" by Moore Threads, which promises significant advancements in computing power and efficiency [1] Group 1: New GPU Architecture - Moore Threads introduced the "Huagang" architecture at the 2025 MUSA Developer Conference, featuring a new instruction set and support for asynchronous programming models [1] - The architecture boasts a 50% increase in computing power density and a 10-fold improvement in energy efficiency [1] Group 2: Chip Production and Performance - The "Huagang" architecture will support large-scale intelligent computing clusters with over 100,000 cards [1] - The company is set to launch a series of chips based on this architecture, named "Huashan" and "Lushan," which will soon enter mass production [1] - The "Lushan" chip is reported to enhance AI performance by 64 times [1]

Core Viewpoint - The announcement of the new GPU architecture "Huagang" by Moore Threads is a significant advancement in computing technology, showcasing enhanced performance and efficiency [1] Group 1: Product Announcement - Moore Threads' CEO Zhang Jianzhong unveiled the "Huagang" GPU architecture at the first MUSA Developer Conference [1] - The new architecture is based on a next-generation instruction set, which improves computing power density by 50% [1] - The energy efficiency of the "Huagang" architecture is enhanced by ten times, indicating a substantial leap in performance [1] Group 2: Scalability - The "Huagang" architecture is capable of supporting intelligent computing clusters with over 100,000 cards, highlighting its scalability for large-scale applications [1]

Group 1 - The core focus of the news is the announcement by Moore Threads, a leading domestic GPU company, regarding the production of its fifth-generation GPU architecture "Huagang" set to begin next year [1][4] - Moore Threads held its first MUSA Developer Conference in Beijing, where CEO Zhang Jianzhong highlighted the company's advancements and product launches [1] - The company has introduced several products based on the "Huagang" architecture, including the AI training and inference product "Huashan," the high-performance graphics rendering product "Lushan," and the "Yangtze" intelligent SoC chip [1] Group 2 - Moore Threads differentiates itself by focusing on full-featured GPUs that integrate AI chips, GPGPU, and graphics chips, while also being compatible with NVIDIA's ecosystem (CUDA) [4] - Since 2022, the company has been iterating its GPU technology at a rate of one generation per year, having previously launched four generations of products: "Sudi," "Chunxiao," "Quyuan," and "Pinghu" [4] - The "Huagang" architecture features a new instruction set with a 50% increase in computing density and a 10-fold improvement in energy efficiency, supporting large-scale intelligent computing clusters [4]