On December 20, during the keynote speech at Moore Threads' MUSA Developer Conference, Zhang Jianzhong, founder, chairman, and CEO of Moore Threads Technology Co., Ltd. (688795.SH), highlighted the company's in-depth collaboration with 51WORLD (06651) and its simulation platform 51Sim. The partnership focuses on constructing a next-generation Physical AI simulation system based on the KUAE intelligent computing cluster. Leveraging domestic GPU-powered large-scale computing capabilities and next-gen simulation and world model technologies, the two companies aim to explore infrastructure development for end-to-end autonomous driving and embodied intelligence.
Traditionally, simulations have relied heavily on manual modeling and rule-driven approaches, resulting in long development cycles, high costs, and limited generalization capabilities, creating a "confidence gap" with the real world. Addressing these challenges, 51Sim has established a "reconstruction + generation" technical foundation for next-gen simulation, powered by "4DGS reconstruction + generative world models," shifting simulations from manual construction to AI-driven automation.
However, this "reconstruction + generation" Physical AI simulation system demands unprecedented computing power. Neural scene reconstruction, world model training, large-scale synthetic data generation, closed-loop simulation, and reinforcement learning all require high-concurrency, long-duration, and stable GPU computing resources. Through collaboration with Moore Threads, 51Sim has built a comprehensive Physical AI simulation system covering training and inference, enabling the industrialization of "reconstruction + generation" capabilities and transitioning Physical AI training and inference from lab environments to real-world large-scale applications.
Currently, the Physical AI simulation system jointly developed by 51Sim and Moore Threads has achieved large-scale implementation in autonomous driving, supporting closed-loop validation for end-to-end intelligent driving algorithms. Moving forward, the two companies plan to extend their autonomous driving experience to broader Physical AI applications, such as embodied intelligence, exploring replicable and scalable development pathways to unlock the full evolutionary potential of Physical AI.
Beyond business collaboration, Moore Threads serves as a strategic shareholder of 51WORLD, providing strong support. 51WORLD is now striving to become the "first Physical AI stock" under Chapter 18C, with plans to list on the Hong Kong Stock Exchange on December 30, 2025. Both companies' capital market ambitions are expected to secure sufficient funding for accelerated R&D and market expansion, fostering stronger synergies and driving the domestic GPU and Physical AI industry forward.