无心法师

China’s ‘Nvidia alternative’ Moore Threads posts 147.42% growth in H1 revenue amid GPU sector’s expansion_我的网站

A |     

Editor's note: This reporting contains extremely graphic descriptions.

TEL AVIV, Israel -- "You won't see rape, there's no rape in this video... We won't show you beheaded babies," a senior Israeli officer said to a small group of journalists, saying such images existed but would not be shown.The journalists were the first to watch a screening of an hour-long reel cobbled together from Hamas helmet cam, mobile phone video, surveillance video, dashboard camera video and victims' livestreams.It was part of the Israeli military's effort to document and call attention to the Oct. 7 atrocities, when the militant group Hamas launched an unprecedented attack on Israel from air, land and sea. More than 1,400 people have died and 3,400 others have been injured in Israel, authorities said. In Gaza, at least 2,750 people have been killed in retaliatory strikes from Israel, and thousands more injured, according to the Palestinian Health Authority.Journalists were not allowed to record or use the video presented, and our phones were deposited outside the room.The video started slowly. Hamas fighters are seen on the back of a pickup, with RPGs spiking out in every direction. You can sense their excitement. The video shows several groups cut through the fence and wave a pickup truck through.Then it shows three separate angles of motorists in Israel being flagged down, then gunned down -- the AK-47s puffing smoke -- on the road outside the Kfar Aza and Be'eri kibbutzim. Bodies are yanked out of cars.Then a pair of attackers in Be'eri is shown. For several minutes, we watch as they amble around the kibbutz. They poke into one house and you can hear someone's alarm going off. It's 8 a.m. You can hear them breathing heavily. The one wearing the body camera has a high, soft-spoken voice that seems to belie his mission.At a playground, he wonders in Arabic, "Where are the kids?" The duo set fire to one house, shoot an encroaching dog, and shoot another old man through a darkened screen. They are parsimonious with their ammunition, and chillingly unhurried as they pick through the tidy vegetable gardens and open the latches of wooden fences.Then the video gets grisly. Other militants are busy mashing a dying man's face with their boots. Another pair screams "Allahu akbar" as they use a garden hoe to try to decapitate another man.In another house, a gunman sticks the muzzle of his rifle into a room inhabited by a family. It's a mash of colors. In one, a terrorist is standing on an Israeli man's chest and shoots him point-blank in the face.Then, the scenes of bloodied bedrooms start to blur. The rooms and the gore are the same -- it's how the bodies are arrayed in death that's different. There are so many children. Some are jam-packed together in a slippery mass of human flesh. Huge blood stains streak the tiles.So many of the bodies are burnt. It was unclear if this was because they were set fire to or if it was from the grenade blasts. Other videos show Israeli first responders trying to put out the still-smoldering skeletal remains of victims -- with water bottles, as if watering a parched plant.In another video, a grenade was apparently tossed into one of the bomb shelters that line the roads in southern Israel. It was filled with partygoers who'd left the Supernova music festival. The camera shows a flash of limbs, some dismembered, some still attached to writhing, screaming bodies. A selfie camera shows a young man weeping, while someone croaks hoarsely in the background, "help, help." Hamas then drags survivors out, some by their hair, to trucks, and then batters them some more in the backs of the pickups on the way to Gaza.Forensic images show bodies burned in cars, on beds, on the streets and in the fields in various states of incineration.One video shows the sheer number of Hamas attackers at the Supernova festival. There's no way they hadn't planned to raid the party. Those were some of the most professional and well-equipped fighters we saw in the video. Some of them are wearing police uniforms, others are in military uniforms.There's a video from inside Israel's main base bordering Gaza. A group of about 20 young Israel women in pajamas cower in an outdoor concrete duck-and-cover. The female soldiers are unarmed and are screaming at the sound of the bullets and the explosions. Then, at one point, the girl shooting the selfie video sees an armed man on the far side of the shelter. She asks, "Who is that man?" He's a Hamas fighter, calmly standing there. Then the video ends.Hamas attacks progressed inside the base. They shoot up an office. Soldiers squirm and try to fight; they're shot, too. The attackers grab two M4s.Outside, soldiers are decapitated. Otherwise, the bodies seem untouched. The heads were not in the images.I asked how many weapons and Israel Defense Forces uniforms Hamas managed to make off with; the senior official would not say. I asked if it would hamper the fight and risk friendly fire; he said it wouldn't. But one cannot help but think that's not true -- men armed with Israeli weapons, in Israeli uniforms fighting in the street could indeed wreak havoc.。         A logo of Moore Threads at the 2025 World Artificial Intelligence Conference in Shanghai on July 28, 2025 Photo: VCG
Chinese chipmaker Moore Threads, often described as "China's Nvidia" or "Nvidia alternative," reported fast revenue growth in the first half of 2026, which exceeded its entire 2025 full-year figure. The growth accompanied other domestic graphics processing unit (GPU) companies' gains, marking a clear shift toward profitability.
Moore Threads, China's GPU leader, reported 1.736 billion yuan ($257 million) in first-half revenue, up 147.42 percent year-on-year. Gross profit reached 989 million yuan, up 103.78 percent, while net losses attributable to shareholders narrowed sharply by 95.73 percent, according to the financial results released on Sunday.
The company attributed the strong growth to booming artificial intelligence (AI) demand for full-function GPUs and the accelerated commercialization of its Kuae intelligent computing clusters. 
Moore Threads maintained heavy research and development (R&D) spending of 769 million yuan in the first half, up 38.16 percent year-on-year, bringing cumulative investment since 2022 close to 5.9 billion yuan. As of the end of June, it filed 2,167 patent applications and held 788 authorized patents, which ranked among the top ranks of domestic GPU enterprises, the company said.
As a result of its investment in R&D, Moore Threads' flagship MTT S5000 GPUs have realized large-scale sales, with deployments in Beijing, Wuxi, Hangzhou and other cities. The first batch of intelligent computing clusters passed national security and reliability evaluations and achieved multiple "domestic chip training domestic models" breakthroughs. Its MUSA software stack now supports more than 800,000 developers.
Moore Threads also announced plans for an IPO in the Hong Kong market. It was listed on Shanghai's STAR Market on December 5, 2025.
"Chinese firms are increasingly turning to domestic suppliers, accelerating demand for local AI accelerators. Under the combined forces of surging inference computing needs and continued capital expenditure by major cloud providers, the domestic GPU and AI chip sectors are moving from an investment phase into a commercialization and profit-delivery phase," Yang Delong, chief economist at Shenzhen-based First Seafront Fund, told the Global Times on Sunday.
Biren, Moore Threads, MetaX and Enflame Technology are dubbed China's "four little dragons" in the GPU sector. Apart from Moore Threads, the other companies also showed rapid growth in their recent financial results.
In June, MetaX reported first-quarter revenue of 562 million yuan, up 75.37 percent year-on-year, and said that it had begun volume sales of its next-generation general-purpose GPU C600, representing further breakthroughs in the areas of domestic adaptation and supply chain autonomy control.
Enflame Technology reported 1,474.85 percent year-on-year growth in its revenue in the first quarter. The company estimated that its first-half revenue would grow 258.68-289.13 percent, likely to reach the level of the entire year of 2025. 
Domestic GPU company Biren in March released its first financial results after being listed in Hong Kong. It reported 207.2 percent full-year growth in revenue in 2025, with gross profit up 210.8 percent. 
Fellow AI chip leader Cambricon also delivered equally robust results on Friday. Its first-half revenue hit 5.996 billion yuan, up 108.13 percent year-on-year, while net profit attributable to shareholders rose 122.61 percent to 2.311 billion yuan. 
Growth was driven by deeper partnerships with leading financial and internet firms and scaled commercial deployments. Cambricon said that it completed adaptation support for major Chinese open-source AI models including GLM, DeepSeek, Qwen, Kimi and MiniMax, strengthening its domestic AI computing ecosystem.
Ma Jihua, a veteran industry insider, told the Global Times that multiple Chinese companies are advancing along different technological routes covering high-, mid- and low-end products. 
"With rapidly expanding capacity, they are better meeting domestic needs and beginning to reach global markets, thereby promoting more accessible AI," said Ma.
"The AI technology sector's high prosperity is expected to persist, remaining a core investment theme with substantial medium- and long-term opportunities," said Yang.
。

B |

Current article:http://www.chenzhuaigecoupuhongyuntuizei.sbs/list_34j/ec5.pptx

Published on:17:00:56