沐曦施淑珏：国产GPU的关键在于“工程能力”与“软硬协同”

Core Insights - The article highlights the significant advancements of domestic high-performance GPU companies in China, particularly focusing on Muxi Integrated Circuit, which ranks third in the "2025 Hurun China AI Enterprises Top 50" with a valuation of 250 billion RMB [1] Group 1: Commercialization and Technical Breakthroughs - Muxi emphasizes the transition from "usable" to "user-friendly" GPUs as a critical challenge for commercialization, requiring multi-dimensional capabilities beyond just single-chip performance [3] - Muxi is one of the few domestic GPU suppliers achieving large-scale commercial applications with thousands of GPU clusters, currently developing ten-thousand-card clusters [3] - The company's founding team possesses extensive experience in high-end GPU development and mass production, enabling deep optimization across chip, framework, and model layers for distributed inference [3] Group 2: Software Ecosystem Development - Muxi has developed the MXMACA software stack, which is natively compatible with mainstream ecosystems, aiming to eliminate software monopolies in the computing power sector [4] - Since its open-source launch in February 2025, MXMACA has gained over 150,000 users and achieved more than 13 million API calls within a year [4] Group 3: Industry Strategy and Future Outlook - Muxi's "1+6+X" strategy targets six vertical industries: finance, healthcare, energy, education and research, transportation, and entertainment, while also exploring future sectors like embodied intelligence and low-altitude economy [5] - The next-generation product C600, fully based on domestic processes, has completed its tape-out and is set for mass production, achieving a closed-loop domestic supply chain [5] - By 2026, computing power is expected to become a fundamental infrastructure akin to water, electricity, and coal, with demand doubling every 3.5 months and increasing by 5 to 10 times annually [7]