moore threads

moore threads intelligence technology is a chinese gpu design company specializing in graphics and ai computing processors.

company overview

founded in october 2020, the company achieved unicorn status (>$1b valuation) within 100 days.¹

products

gaming gpus

datacenter gpus

notably, the latest quyuan architecture lacks fp8 support despite being standard in 2024 ai accelerators.²

software ecosystem

musa platform

cuda-compatible computing platform with:³

• opengl, vulkan, directx support
• opencl and sycl compatibility
• version 4.0.1 (2024)

musify tool

zero-cost cuda migration tool enabling code translation from nvidia’s ecosystem.²

mtlink interconnect

gpu interconnection technology with 240 gb/s bandwidth, supporting up to 10,000 gpu clusters.⁴

funding

total raised: $800 million across 6 rounds⁵

major investors:

• bytedance (tiktok parent)
• tencent holdings
• hongshan (formerly sequoia china)
• beijing zhongguancun science city (state fund)
• china mobile capital

partnerships

deepseek deployment

february 2025: announced successful deployment of deepseek v3 and r1 models on moore threads gpus.⁶

enterprise customers

• china mobile (telecom infrastructure)
• china unicom (cloud services)
• lenovo (hardware integration)
• china energy engineering corp (computing clusters)

regulatory status

added to u.s. entity list october 17, 2023:⁷

impacts:

• no access to tsmc, intel foundry, samsung foundry
• cannot use u.s. chip design software
• limited to smic manufacturing (7nm process)

ipo process

november 12, 2024: filed for ipo guidance⁸

• target: shanghai stock exchange star market
• advisor: citic securities
• expected completion: 2025

technical limitations

moore threads gpus lag nvidia equivalents by 2-3 generations in performance. the mtt s4000 (200 tops int8) compares to nvidia a100 (624 tops int8) from 2020.⁴

manufacturing constraints limit the company to 7nm process technology versus nvidia’s 4nm.

references

[1] south china morning post. (2024, november 13). chip war: china’s gpu start-up helmed by former nvidia executive kicks off pre-ipo process.

[2] videocardz. (2023, december). moore threads introduces mtt s4000 48gb ai gpu.

[3] tom’s hardware. (2024). china’s moore threads polishes homegrown cuda alternative.

[4] tom’s hardware. (2024, july). chinese gpu maker moore threads’ mtlink fabric tech challenges nvidia’s nvlink.

[5] yahoo finance. (2023, february). china’s moore threads valued at $3.4 billion.

[6] tom’s hardware. (2025, february). moore threads gpus show ‘excellent’ inference performance with deepseek models.

[7] tom’s hardware. (2023, october). us sanctions on biren and moore threads.

[8] technode. (2024, november 15). chinese gpu unicorn moore threads files for ipo in china.