Analyst Jukan cited Liang Wenheng, founder of DeepSeek, noting that AI programming tools are weakening NVIDIA’s CUDA ecosystem barrier from the software side. DeepSeek has reduced its reliance on NVIDIA through its proprietary compiler and TileLang, and is currently collaborating with Huawei, expecting to secure 16,000 Huawei AI chips. Jukan believes advancements in coding AI will accelerate the growth of AMD’s ROCm ecosystem, as AMD has already announced the use of Claude Code for chip design.
Jukan: AI Programming Tools Are Lowering the CUDA Barrier, Bullish on AMD, Bearish on NVDA
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Summary
On-chain news reports that Jukan cited DeepSeek founder Liang Wenfeng’s view that AI programming tools are weakening NVIDIA’s CUDA barrier. DeepSeek is utilizing its own compiler and TileLang, and is collaborating with Huawei to secure 16,000 AI chips. AMD’s ROCm ecosystem may benefit, as the company uses Claude Code for chip design, according to AI + crypto news.
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