China’s Nvidia just jumped 400% on debut. How the AI chip stocks compare.
Story by Adam Clark, Barron's, December 5, 2025
China’s Nvidia just jumped 400% on debut. How the AI chip stocks compare.
Is Moore Threads now a real threat to Nvidia after its record-breaking IPO?
Story by Devesh Kumar, Invezz, December 5, 2025
Moore Threads’ flagship S4000 GPU delivers roughly 25 TFLOPS of FP32 performance, a solid improvement over earlier generations but only about one-third the raw compute of Nvidia’s current H100 accelerator.
Compared to Nvidia’s 2020-era A100, the S4000 edges ahead on raw single-precision compute but lacks the ecosystem maturity and proven track record that keep Nvidia entrenched in enterprise data centers.
The company is betting its MUSIFY tool, which aims to port CUDA code to Moore Threads’ proprietary MUSA architecture, will smooth adoption, but that software bridge remains unproven at scale.
Manufacturing capacity poses an even sharper constraint. Moore Threads relies on SMIC, China’s most advanced domestic foundry, which produces chips using 7-nanometer process technology, multiple generations behind TSMC.
SMIC’s own yields on advanced AI chips hover around 20 percent, meaning four of every five silicon dies end up as scrap, a stark contrast to TSMC’s 60-plus percent on its latest processes.
That yield gap translates directly into higher costs, constrained supply, and slower time-to-market when customers are impatient for capacity.
Is Moore Threads now a real threat to Nvidia after its record-breaking IPO? |
