DeepSeek + Huawei Just Went After Nvidia's CUDA Moat

DeepSeek and Huawei just open-sourced DeepGEMM Ascend and backed TileLang. 📬Weekly AI Newsletter: https://fahdmirza.substack.com/ 🔥 Buy Me a Coffee to support the channel: https://ko-fi.com/fahdmirza #deepgemm #deepgemmascend #tilelang #deepjit PLEASE FOLLOW ME: ▶ LinkedIn: / fahdmirza ▶ YouTube: / @fahdmirza ▶ Blog: https://www.fahdmirza.com 0:00 Why this is buzzing today 0:35 The tweet that started it 2:00 Why CUDA is Nvidia's real moat 3:10 DeepGEMM Ascend explained 5:23 The benchmark numbers 6:14 TileLang explained 7:40 Huawei's chips and supernode 8:20 Does this break Nvidia? RESOURCES: ▶ https://github.com/deepseek-ai/DeepGEMM-Ascend All rights reserved © Fahd Mirza