JD Cloud sẽ xây dựng cụm 100.000 GPU cùng Moore Threads cho cơ sở hạ tầng AI

The Huoxing Finance report states that on September 9, at the 2026 JD Global Tech Innovators Conference, JD Cloud announced its intention to collaborate with Moore Threads to build a 100,000-GPU full-function cluster, creating a super-large-scale domestic intelligent computing infrastructure. This cluster will focus on large model training, inference, and embodied intelligence, and will open computing power to the entire industry. Both parties will conduct full-stack collaboration around chips, cloud platforms, and model training to support the iteration of JD’s JoyAI large model, accelerate model training, simulation, and high-quality data generation, with key services targeting supply chain AI, embodied intelligence, integrated large model training and inference, and industrial applications. Previously, JD Cloud had partnered with Moore Threads and other collaborators to build a domestic 10,000-GPU cluster; this new plan for a 100,000-GPU cluster signifies an expansion of their collaboration from model breakthroughs and inference platforms to super-large-scale computing infrastructure. Moore Threads stated that the 100,000-GPU AI factory will cover scenarios such as large model training, token generation, and agent training, serving various industries. Moore Threads’ commercial progress has continued recently: the company achieved revenue of RMB 1.736 billion in the first half of the year, a year-over-year increase of 147.42%, with cloud product revenue reaching RMB 1.693 billion, accounting for approximately 97.5%. The company has previously completed deployment of a 10,000-GPU intelligent computing cluster and continues advancing the development of GPU, interconnect networks, software stacks, and computing power scheduling platforms required for the 100,000-GPU cluster.