On July 23, in an internal conversation at the DeepSeek Investor Conference that came out, DeepSeek founder Liang Wenfeng explained his core views on the development of the domestic AI computing power industry and ecology. He said that the current domestic AI chip replacement has ushered in a historic opportunity. There are no barriers to adaptation between hardware and ecology, and Nvidia is unable to stop the replacement process. Currently, the only problem is insufficient production capacity, which is expected to reverse the market's perception that domestic chips are “unusable and not easy to use” within a year. He pointed out that Nvidia's CUDA ecological moat is rapidly disintegrating, and multiple industry changes combined with export controls have opened up a development window for domestically produced AI chips. He revealed that DeepSeek has cooperated with Huawei to obtain 16,000 950 cards to run the ecosystem. Huawei's 950 supernode can completely replace Nvidia's GB200 and GB300 in terms of performance and price, and they are optimistic about the development of the domestic computing power industry.

On July 23, in an internal conversation at the DeepSeek Investor Conference that came out, DeepSeek founder Liang Wenfeng explained his core views on the development of the domestic AI computing power industry and ecology. He said that the current domestic AI chip replacement has ushered in a historic opportunity. There are no barriers to adaptation between hardware and ecology, and Nvidia is unable to stop the replacement process. Currently, the only problem is insufficient production capacity, which is expected to reverse the market's perception that domestic chips are “unusable and not easy to use” within a year. He pointed out that Nvidia's CUDA ecological moat is rapidly disintegrating, and multiple industry changes combined with export controls have opened up a development window for domestically produced AI chips. He revealed that DeepSeek has cooperated with Huawei to obtain 16,000 950 cards to run the ecosystem. Huawei's 950 supernode can completely replace Nvidia's GB200 and GB300 in terms of performance and price, and they are optimistic about the development of the domestic computing power industry.