Tip
Liang Wenfeng: CUDA's Moat Will Collapse Within a Year
DeepSeek's Liang Wenfeng judged at an investor meeting that Nvidia's CUDA moat is rapidly disintegrating. AI code writing combined with the self-developed high-level language TileLang can replicate the operator ecosystem that CUDA has accumulated over a decade in just a few months. Huawei's 950 supernode can already fully replace GB300 in all tasks. He stated that within a year, the perception that "domestic cards are not good to use" will be reversed, with the only bottleneck being production capacity, not technology.
Read the original (opens in a new tab)
News stream data aggregated by AI HOT