The Four Dragons
“The Four Dragons” refers to Moore Threads, MetaX, Biren, and Enflame, four China-based GPU and AI compute platforms.They differ by software stack, customer access, and capital-markets path. Open a profile below.
China-based GPU designer with MUSA software stack, selling AI compute and graphics cards for local clouds and data centers amid export curbs.
Shanghai AI chip maker supplying accelerator cards and cluster systems to China clouds, built around the TopsRider stack and GCU interconnect fab
Shanghai AI GPU designer behind BirenSUPA, selling BR-series accelerators and systems to China data centers after its Jan 2026 HKEX IPO debut.
Shanghai GPU maker behind MXMACA, shipping C-series data center GPUs and N-series inference chips, backed by its 2025 STAR IPO for China cloud AI