At the WAIC AI compute forum, Moore Threads co-founder and president Wang Dong
said leading AI firms now iterate frontier base-model versions roughly every two
months. He said Chinese frontier base models show a clear cost advantage versus
foreign models of comparable capability, reflecting heavy work by model firms on
model efficiency, price efficiency and training cost. Wang said the inference
market has no universal chip but a mix of solutions: application barriers are
low and scenarios highly fragmented, so no single vendor will dominate all
subsegments. He added there is no perfect single hardware; flexible
software–hardware co‑design will match each model to the optimal hardware mix to
balance cost and performance, and a wave of inference service providers will
emerge to offer more cost‑effective, customizable inference services to MaaS
providers and end clients.