京东云联手摩尔线程打造十万卡国产GPU集群

移动通信网 程然

在日前举行的京东2026全球科技探索者大会上,京东云与国产GPU厂商摩尔线程宣布了一项重磅合作:双方将联手打造一个由10万块国产GPU组成的大规模算力集群。据京东云方面介绍,这是国内头部AI云服务商首个自主托管的该规模国产GPU集群,将全面采用中国本土硬件构建,面向大模型训练、推理以及具身智能等前沿工作负载。这一项目的落地,标志着国产算力基础设施从"可用"向"规模化可用"迈出了实质性一步。

从万卡到十万卡:合作规模的跨越式升级

此次并非双方的首次联手。公开信息显示,京东云与摩尔线程此前已经合作建成过一个万卡规模的GPU集群,并在实际业务中完成了技术验证。从1万卡到10万卡,规模的十倍跃升远非简单的硬件堆叠——大规模集群对互联带宽、并行计算框架、故障恢复机制以及能耗管理都提出了数量级更高的要求。能够将合作规模推向十万卡量级,也从侧面反映出双方在万卡阶段积累的工程经验已经趋于成熟。

根据国内媒体报道,该集群将由摩尔线程的"全功能GPU"构成,具体产品型号官方尚未披露。不过从摩尔线程官网的产品线可以窥见其技术底气:其旗舰产品MTT S5000基于PH100芯片,采用自研的"平湖"架构,支持从FP8到FP64的全精度计算能力。全精度覆盖意味着这批GPU不仅能胜任对精度要求相对宽松的推理场景,也可以支撑科学计算和大模型训练中对数值精度有严格要求的任务。此外,该公司还拥有基于春晓芯片的MTT S3000以及S4000等产品,形成了从边缘到数据中心的梯度化布局。

【关键数据】

- 集群规模: 100,000卡国产GPU(国内头部AI云厂商首个该规模国产集群)

- 既有合作: 双方此前已建成10,000卡GPU集群

- 核心产品: MTT S5000(PH100芯片,平湖架构)

- 精度支持: FP8至FP64全精度计算

- 工作负载: 大模型训练、推理、具身智能

摩尔线程GPU

国产算力生态的"云芯片"协同样本

京东云作为京东集团旗下的云计算服务商,在国内拥有覆盖广泛的数据中心布局,核心节点分布于北京、广州、上海和宿迁四地。雄厚的自建基础设施,为十万卡集群的托管和运营提供了物理承载条件。对于京东云而言,接入大规模国产GPU算力,既是完善自身AI服务能力的技术选择,也是在当前供应链环境下增强算力自主可控程度的战略布局。

摩尔线程的背景同样值得关注。该公司由前英伟达全球副总裁张建中于2020年创立,投资方阵容包括深创投、纪源资本、红杉中国以及字节跳动、腾讯等产业资本,并已登陆上交所科创板。在资本与产业资源的双重加持下,摩尔线程近年来在国产GPU赛道中的存在感持续提升,与头部云厂商的深度绑定成为其区别于部分同行的竞争策略。

从行业视角看,此次合作的意义超越了两家公司本身。在外部算力供给受限的环境下,国产AI芯片能否获得真实的大规模训练场景验证,是决定其技术迭代速度的关键。十万卡集群恰恰提供了这样的"练兵场"——大规模并行场景中暴露的互联、调度、稳定性问题,将反向推动国产GPU软件栈和系统级方案的完善。云厂商出场景、芯片厂商出算力的"云芯协同"模式,正在成为国产算力生态演进的一条主线。

商业化考验:集群利用率是最终标尺

当然,集群建成只是第一步。十万卡规模意味着巨大的资本投入和电力消耗,后续能否吸引足够多的大模型训练和推理需求、保持集群的高利用率,将直接决定这一项目的商业可持续性。官方目前未披露集群的交付时间表、部署地点及具体服务对象,这些细节值得持续追踪。可以确定的是,随着此类超大规模国产算力项目的陆续落地,中国AI基础设施的国产化进程正在从政策驱动转向市场验证阶段,京东云与摩尔线程的这次联手,将成为观察国产GPU规模化商用成色的重要样本。


出处:JD Cloud and Moore Threads team up on cluster of 100,000 GPUs

英文原文
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Search Suggestions * [Home](https://www.datacenterdynamics.com/en/) * [News](https://www.datacenterdynamics.com/en/news/) * [The Cloud & Hybrid Channel](https://www.datacenterdynamics.com/en/the-cloud-and-hybrid-channel/) # JD Cloud and Moore Threads team up on cluster of 100,000 GPUs Will use Chinese hardware September 09, 2026 By[Georgia Butler](https://www.datacenterdynamics.com/en/profile/georgia-butler/)[Have your say](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/#comments) [](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/)[](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/)[](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/)[](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/)[](https://www.datacenterdynamics.com/en/news/jd-cloud-and-moore-threads-team-up-on-cluster-of-100000-gpus/)[](https://www.addtoany.com/share)[](https://google.com/preferences/source?q=datacenterdynamics.com) China's JD Cloud and chip maker Moore Threads are set to work together on a 100,000-strong GPU cluster. Revealed at JD's 2026 Global Technology Explorers Conference, the project will use Chinese hardware. According to JD Cloud, this is the first cluster of its kind to be hosted by a major domestic AI cloud provider. [](https://media.datacenterdynamics.com/media/images/images_5_Bk1GUcS.original.jpg) – Moore Threads As reported by Chinese publication [Securities Times](https://stcn.com/article/detail/4177771.html), the cluster will comprise Moore Threads' "full-featured GPUs" and will be designed for large-scale model training, inference, and embodied intelligence workloads. The two companies have previously partnered on a 10,000 GPU cluster. Details about the GPUs have not been provided. According to Moore Threads' website, the company has the MTT S5000 GPU, powered by the Moore Threads' PH100 chip and built on the advanced "PingHu" architecture. The company says it can deliver full-precision compute support from FP8 to FP64. The company also offers the MTT S4000 and S3000 GPUs, the latter of which is based on the ChunXiao chip. Cloud provider JD Cloud operates data centers across China, with its core regions in Beijing, Guangzhou, Shanghai, and Suqian. Moore Threads was founded by former Nvidia executive James Zhang Jianzhong in 2020. The company has received funding from Shenzhen Capital Group, GGV Capital, Sequoia Capital China, ByteDance, and Tencent, and went public on the Shanghai Stock Exchange in December 2025. The company is listed on the US Bureau of Industry and Security's Entity List. Stay ahead of the latest cloud & hybrid channel trends. Subscribe to DCD. 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