Core Insights - Moore Threads unveiled its next-generation GPU architecture "Huagang" at the MUSA Developer Conference, showcasing a full-stack technology system centered around its self-developed MUSA unified architecture [1][2]. Group 1: New GPU Architecture - The "Huagang" architecture features significant improvements in computing performance, with a 50% increase in computing density and enhanced energy efficiency, supporting full precision from FP4 to FP64 [2]. - It integrates a new asynchronous programming model and MTLink high-speed interconnect technology, enabling scalability for over 100,000 card intelligent computing clusters [2]. - The architecture includes an AI generative rendering framework and supports DirectX 12 Ultimate, facilitating a high degree of synergy between graphics rendering and intelligent computing [2]. Group 2: Upcoming Chip Technologies - Moore Threads announced two upcoming chips based on the "Huagang" architecture: "Huashan," which focuses on AI training and inference for large-scale intelligent computing, and "Lushan," which specializes in high-performance graphics rendering [3]. - The "Lushan" chip is expected to enhance AI computing performance by 64 times, geometric processing performance by 16 times, and ray tracing performance by 50 times, along with improvements in texture filling and memory capacity [3]. Group 3: Intelligent Computing Cluster - The company launched the "Kua'e" intelligent computing cluster, capable of full precision and general-purpose computing, achieving a floating-point operation capability of 10 Exa-Flops [4]. - The training efficiency metrics include a 60% utilization rate for Dense large models and a 40% rate for MOE large models, with effective training time exceeding 90% and linear scaling efficiency reaching 95% [4]. Group 4: Competitive Landscape - Moore Threads did not showcase the products at the event, while another company, Inspur, presented its "scaleX" super cluster system, marking the first public appearance of a domestic ten-thousand-level computing cluster [5]. - The competitive landscape indicates that Moore Threads is proactively positioning itself for future computing scenarios, including the launch of the MT Lambda intelligent simulation training platform [5].
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