Core Viewpoint - The article highlights the rapid expansion of the domestic GPU leader, Moore Threads, and its significant advancements in GPU architecture and ecosystem development, particularly with the launch of the "Huagang" architecture and its associated products [1][2][17]. Group 1: Technological Advancements - Moore Threads introduced the "Huagang" architecture, which boasts a 50% increase in computing density and a 10-fold improvement in energy efficiency compared to the previous generation, set for mass production in the coming year [2]. - The "Huagang" architecture supports full precision from FP4 to FP64 and integrates AI generative rendering architecture and hardware acceleration for ray tracing [2]. - Two core chips were announced based on the "Huagang" architecture: "Huashan," designed for AI training and inference, and "Lushan," focused on high-performance graphics rendering [3][4]. Group 2: Performance Metrics - The "Huashan" chip features a new asynchronous programming model and achieves a 64-fold increase in AI computing performance and a 16-fold increase in geometric processing performance [4]. - The "Kua'e" supercomputing cluster was unveiled, achieving a floating-point computing capability of 10 Exa-Flops, with a training efficiency of 60% for dense models and 40% for mixture of experts models [6]. - The MTT S5000 single card achieved a prefill throughput of over 4000 tokens/s and a decode throughput of over 1000 tokens/s on the DeepSeek R1 671B model, indicating substantial breakthroughs in handling large-scale parameter models [7]. Group 3: Software Ecosystem - The company announced a full-stack software upgrade for its self-developed MUSA architecture, with the core computing library muDNN achieving over 98% efficiency in GEMM/FlashAttention and 97% in communication [9]. - An open-source plan was introduced, aiming to gradually release core components of the computing acceleration library, communication library, and system management framework to the developer community [10]. - The company plans to launch an intermediate language, MTX, compatible with cross-generation GPU instruction architectures, and a programming language, muLang, to facilitate developer adaptation [11]. Group 4: Market Position and Strategy - Moore Threads is entering 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" [12][13]. - The MTT AIBOOK is designed as a ready-to-use tool for developers, integrating AI capabilities and supporting multiple operating systems to enhance the MUSA ecosystem [14]. - The company aims to transition from being a single hardware supplier to a platform-level computing infrastructure provider, reflecting a strategic shift in the evolving global computing market [17]. Group 5: Financial Performance - The stock price of Moore Threads has shown significant volatility, closing at 664.10 yuan per share on December 19, with a cumulative decline of 29.4% from its peak on December 11, although it remains up over 481% from its issue price [16]. - The company's market capitalization is maintained at a high level of 312.146 billion yuan [16].
摩尔线程，展现最新成果