全新架构、万卡集群、智算平台 摩尔线程开发者大会还有哪些亮点？

Core Insights - The core focus of the article is the rapid expansion of the domestic GPU leader, Moore Threads, highlighted by the launch of their new GPU architecture "Huagang" at the first MUSA Developer Conference [1][2]. Group 1: Technological Advancements - The "Huagang" architecture represents a significant technological evolution, with a 50% increase in computing density and a 10-fold improvement in energy efficiency compared to the previous generation, set for mass production next year [2]. - The architecture supports full precision from FP4 to FP64 and integrates the first-generation AI generative rendering architecture (AGR) and second-generation ray tracing hardware acceleration engine [2]. - Two core chips based on the "Huagang" architecture were announced: "Huashan," designed for AI training and inference, and "Lushan," focused on high-performance graphics rendering, with AI computing performance improved by 64 times and geometric processing performance enhanced by 16 times [3]. Group 2: Infrastructure and Performance - The "Kua'e" supercomputing cluster was introduced, achieving a floating-point computing capability of 10 Exa-Flops, with a training efficiency of 60% for Dense models and 40% for MOE models [5]. - The MTT S5000 single card achieved a Prefill throughput of over 4000 tokens/s and a Decode throughput of over 1000 tokens/s, indicating substantial breakthroughs in handling large-scale parameter models [6]. Group 3: Software Ecosystem - The MUSA architecture underwent a full-stack software upgrade, with the core computing library muDNN achieving over 98% efficiency in GEMM/FlashAttention and 97% in communication efficiency [7]. - The company plans to open-source key components of its computing acceleration library, communication library, and system management framework to the developer community [7]. Group 4: Market Position and Strategy - Moore Threads officially entered the personal intelligent computing terminal hardware market with the launch of the MTT AIBOOK, priced at 9999 yuan, featuring the self-developed SoC chip "Changjiang" [9]. - The company aims to create a closed-loop for code debugging and application development by bringing its MUSA ecosystem from cloud to desktop [9]. - The stock price of Moore Threads has shown volatility, closing at 664.10 yuan per share on December 19, with a cumulative decline of 29.4% from its peak on December 11, yet maintaining a market capitalization of 312.146 billion yuan [10].