Core Insights - The collaboration between Moore Threads and 51WORLD focuses on building a next-generation physical AI simulation system based on domestic GPU computing power and advanced simulation technologies [1][3]. Group 1: Collaboration and Technology Development - Moore Threads and 51WORLD's 51Sim are working together to create a physical AI infrastructure aimed at end-to-end intelligent driving and embodied intelligence [1]. - The new simulation technology, termed "Reconstruction + Generation," addresses the limitations of traditional simulation methods, which are costly and time-consuming, by enabling AI-driven automatic generation of simulations [3]. - The physical AI simulation system developed by 51Sim and Moore Threads has already been applied in the intelligent driving sector, facilitating the closed-loop validation of intelligent driving algorithms [3]. Group 2: Capital and Market Strategy - Moore Threads is a strategic shareholder in 51WORLD, supporting its goal to become the first publicly listed company in the Physical AI sector by December 30, 2025, on the Hong Kong Stock Exchange [4]. - The partnership between Moore Threads and 51WORLD is expected to enhance their technological development and market expansion, thereby strengthening the domestic GPU and Physical AI industry chain [4].
冲击“Physical AI 第一股”！五一视界(06651)与摩尔线程(688795.SH)深度合作 构建下一代物理AI仿真体系