Core Insights - The first MUSA Developer Conference (MDC 2025) was held by Moore Threads in Beijing, focusing on full-function GPUs and showcasing the latest applications in various fields such as AI, scientific computing, and 6G networks [1][10] - Moore Threads plans to release a new GPU architecture named "Huagang" in 2026, which will feature a new instruction set, a 50% increase in computing density, and a 10-fold improvement in energy efficiency [1][10] Company Developments - Moore Threads' CEO Zhang Jianzhong emphasized the need for AI infrastructure to empower researchers and developers across industries, highlighting the role of full-function GPUs in this context [3][12] - The full-function GPU includes four main functional engines: AI computing acceleration, graphics rendering, physical simulation and scientific computing, and ultra-high-definition video encoding and decoding [3][12] - The MUSA architecture has evolved from "Sudi" in 2022 to "Chunxiao" in 2023, "Quyuan" in 2024, "Pinghu" in 2025, and will introduce "Huagang" in 2026 [3][12] Product Launches - A new computing chip named "Huashan" will be launched based on the "Huagang" architecture, supporting AI training and inference integration, with enhancements in computing, storage, and communication [5][14] - The "Huashan" chip will support the construction of AI factories with over 100,000 cards and will feature advanced asynchronous programming technology and tensor computing engines [5][14] - Another product, the high-performance graphics rendering chip "Lushan," will achieve a 15-fold improvement in 3A game performance [6][15] Industry Trends - The trend towards large-scale AI model training clusters is evident, with Moore Threads introducing the KUAE 10,000-card intelligent computing cluster, boasting a floating-point computing capability of 10 Exa-FLOPS [8][17] - The applications of full-function GPUs are expanding into quantum technology, 6G, embodied intelligence, smart driving, and smart agriculture [8][17] - The establishment of Moore Academy aims to cultivate developers, with nearly 200,000 users registered, and initiatives to engage university students in MUSA development skills [8][17] Expert Opinions - Academician Zheng Weimin highlighted the importance of three pillars for achieving sovereign AI: autonomous computing power, strong algorithms, and self-sufficient ecosystems, emphasizing the role of developers in this ecosystem [9][18] - Zheng pointed out the challenges of high migration costs and immature toolchains in the industry, advocating for unified or highly compatible interface standards to reduce fragmentation [9][18]

Group 1 - The Ministry of Industry and Information Technology held a conference in Taiyuan, Shanxi, to summarize the achievements of the electronic information manufacturing industry and plan key tasks for 2025, highlighting over 120 international standards established in the sector [1] - Liu Liehong, head of the National Data Bureau, praised China Mobile's efforts in data utilization and AI innovation during a visit to Migu Company, emphasizing its role in strategic planning and execution [2] - China Unicom's expert Wang Xin was re-elected as the chairman of GSMA's 5G Messaging Working Group and User Experience Working Group, indicating the company's ongoing influence in the 5G sector [3] Group 2 - China Mobile's "New Power" campaign visited Fuping County, Shaanxi, focusing on rural revitalization and economic development through local agricultural initiatives [4] - China Unicom and Tencent's first batch of intelligent computing clusters was delivered in Ningxia, marking a significant milestone in their collaboration and the largest single-scale intelligent computing project in the country [5] - Huawei's Automotive Business Unit (BU) achieved profitability for the first time in 2024, leading to the resignation of Yu Chengdong as chairman of the BU, reflecting a strategic shift within the company [6] Group 3 - The launch of the first cross-border e-commerce low-altitude logistics route in China was successfully completed, enhancing the low-altitude economy in the Guangdong-Hong Kong-Macao Greater Bay Area [7] - AIBOOK, the first "computing book" by Aibook Intelligent, was launched, featuring 50 TOPS edge computing power and aimed at redefining personal AI productivity tools [8]