Moore Threads AI chips are the hottest topic in the tech world this week. On December 20, 2025, Moore Threads unveiled its next-generation hardware at a massive event in Beijing. This launch sent their stock price soaring as investors rushed to get a piece of the action. Many now believe these new GPUs are the best hope for China to finally replace Nvidia. Consequently, the market is buzzing with excitement over this fresh hardware. Furthermore, the timing of this reveal aligns perfectly with new local tech mandates.
Why Moore Threads Stock Is Skyrocketing Today
The surge in Moore Threads AI chips’ valuation is truly historic. Just weeks after a record-breaking IPO, the company’s shares hit an all-time high of over 660 yuan. Traders are betting big on the company’s new “Huagang” architecture. In addition, the firm is led by Zhang Jianzhong, a former top executive from Nvidia. This leadership gives the company a massive boost in credibility.
Most experts point to the new trade rules as the main driver. Because China wants to be tech-independent, local firms are buying domestic parts first. As a result, Moore Threads has a “captive market” that ensures steady growth. This unique position makes their stock one of the most exciting plays in 2025.
Breakthrough Specs of the New Huashan GPU
The technical details of the latest Moore Threads AI chips are quite impressive. The “Huashan” GPU uses a smart “chiplet” design to maximize its raw power. It also features eight sites for high-bandwidth memory to keep data moving fast. In addition, the company claims it has 50% more compute density than older models. This makes it a perfect fit for the massive AI data centers of the future.
Efficiency is another area where these chips shine brightly. Moore Threads says its new design is ten times more energy-efficient. Furthermore, it supports a wide range of math formats, from FP4 to FP64. While mass production will not start until 2026, the early demos look very strong. Most analysts agree that the gap with Western tech is closing rapidly.
Can China Truly Replace the Nvidia CUDA System?
The biggest hurdle forMoore Threads AI chips is not just hardware, but software.NVIDIA’s CUDA system has been the industry standard for over a decade. To fight back, Moore Threads updated its own platform called MUSA. Consequently, it is now much simpler for developers to switch their code over. The company even offers a “Musify” tool to help port existing AI models.
In addition, the local ecosystem is growing faster than ever before. Many Chinese data centers are already testing their software on MUSA. This support helps refine the drivers and makes the hardware more stable. For more on global chip wars, visit this [Authoritative External Link on AI Hardware Trends]. With strong state backing, MUSA could soon become a viable global rival.
The Future Outlook for the AI Market
Looking ahead, the success of Moore Threads AI chips will depend on manufacturing. Even with trade limits, the company is finding creative ways to build its products. Furthermore, they are scaling their technology to link over 100,000 chips in a single cluster. This would allow China to train the world’s largest AI models locally.
If you are an investor or a tech fan, you must watch this space closely. You can also explore our [Internal Link to SEO Tech Guides] to stay ahead of the curve. The “DeepSeek moment” for hardware is likely much closer than people think. Consequently, Moore Threads is set to remain a top player for years to come.
Anshitha is a Branding & Research Consultant specializing in brand strategy, market research, and data-driven positioning. helps businesses build strong, credible brands by combining consumer insights with strategic storytelling.
