Deep dive: Kimi K3 and DeepSeek founder's off-record talk reveals China's AI chip reality

Kimi K3 is a genuine high-level model. DeepSeek founder revealed privately: China lags mainly due to compute, not talent; they have ~20K H-equivalent GPUs vs US labs' hundreds of thousands; Huawei chips are ~4:1 to NVIDIA and 2 years behind; China is building its own ecosystem, accelerated by AI coding; may catch up in 1-2 years.

• Nvidia
• DeepSeek
• Huawei
• semiconductor
• China AI
• Kimi K3