In the dynamic landscape of the Chinese market, Moore Threads is on a mission to construct a domestic equivalent of NVIDIA's renowned ecosystem. Casting our minds back to 2006, when NVIDIA unveiled its groundbreaking CUDA ecosystem, it was hailed as the 'Windows for the AI epoch'. Yet, in its nascent stages, the market's response was rather tepid, as developers grappled with a myriad of hurdles. It was only after several years of evolution that it truly blossomed, achieving widespread acclaim. Now, Moore Threads is embarking on a parallel journey within the Chinese market.
On December 20, 2025, Moore Threads marked a significant milestone by hosting its first-ever MUSA Developer Conference. During this event, founder Zhang Jianzhong delivered an in-depth exposition of the company's technological strides. These included the unveiling of the innovative 'Huagang' architecture, the introduction of the ten-thousand-card intelligent computing cluster named 'Kuae', and a remarkable enhancement in single-card inference performance. In the wake of this announcement, Moore Threads' stock price experienced a meteoric rise, soaring for three consecutive days and amassing a cumulative increase exceeding 50%.
