Behind Jensen Huang’s Douzhi Moment, Chinese GPUs Are Filling CUDA’s Moat
Moore Threads presented progress on its MUSA GPU ecosystem, with SDK 5.1.0 targeting CUDA 12.8 and supporting 761 driver and runtime APIs. The post says MUSA has entered SGLang’s mainline, is listed for 2026 Q2 hardware support, and supports automated library migration via MUSACODE.
Why it matters: HKR-H/K/R all pass: the headline has a meme hook, the post gives 761 APIs plus SGLang mainline support, and CUDA-lock-in anxiety is real. It remains a single-vendor ecosystem update, so it sits in mid featured rather than P1.