Liang Wenfeng: CUDA's dominance is crumbling, but NVIDIA's moat runs deeper

DeepSeek founder Liang Wenfeng argues that AI can now generate code quickly, eroding CUDA's ecosystem moat, benefiting AMD and domestic GPUs. However, NVIDIA's edge lies in the inseparable combination of CUDA, co-designed compute systems, and industry ecosystem investments, which is hard to overcome.

• Nvidia
• CUDA
• DeepSeek
• AMD
• 梁文锋
• 国产GPU