DeepSeek working closely with Huawei: 16,000 Huawei AI chips, CUDA moat ending

Wenfeng says DeepSeek is collaborating with Huawei for ~16,000 AI chips; using TileLang and their own compiler, ecosystem issues could be resolved in a year, ending CUDA's moat; Huawei's 950 SuperNode can replace GB200/GB300, though with ~4x performance gap and 2-year lag.

• CUDA
• AI芯片
• DeepSeek
• Huawei
• TileLang