Người sáng lập DeepSeek, Lương Văn Phong: Lợi thế cạnh tranh của NVIDIA đang suy giảm, Huawei 950 có thể thay thế hoàn toàn chip của NVIDIA

The Huoxing Finance report states that in leaked internal discussions from the DeepSeek investor meeting, DeepSeek founder Liang Wenhong outlined his core views on the development of China's domestic AI computing industry and ecosystem. He stated that the replacement of domestic AI chips is currently experiencing a historic opportunity, with no compatibility barriers existing between the hardware and ecosystem, and that NVIDIA cannot halt this substitution process. The only current issue is insufficient production capacity, which he expects to reverse market perceptions that domestic chips are “unusable” or “poorly performing” within a year. He noted that NVIDIA’s CUDA ecosystem moat is rapidly eroding, and multiple industry transformations combined with export controls have created a developmental window for domestic AI chips. He revealed that DeepSeek has partnered with Huawei and secured 16,000 950 chips to fully validate the ecosystem. Huawei’s 950 super nodes offer performance and pricing that can fully replace NVIDIA’s GB200 and GB300, and he remains optimistic about the development of China’s domestic computing power industry.