2026-08-10
South China Morning Post
2 related
Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from Nvidia's CUDA platform to Huawei's CANN requires major code rewriting
China's most advanced artificial intelligence models are still being trained on Nvidia chips, sources at major Chinese large language model …
2026-07-23
Inside China
3 related
In a leaked nearly four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute power, Nvidia's CUDA moat is disintegrating, and more
In a rare four-hour talk, the reclusive founder reveals an almost Daoist philosophy of AI—AGI as a tide no company can own …
2026-03-27
Reuters
2 related
Sources: Alibaba and ByteDance plan to order Huawei's new 950PR AI chip after tests show better CUDA compatibility; Huawei targets ~750K 950PR shipments in 2026
Customer testing of Huawei's new AI chip, designed to challenge Nvidia (NVDA.O) in the China market, has gone …
2025-01-27
YouTubeTranscriptOptimizer
6 related
A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, DeepSeek's training and inference efficiency breakthroughs, and more
DeepSeek recently released models claiming up to 45x more efficient training and inference compared to today's best-known large language models (like OpenAI's o1). … Forums: Hacker News : The impact o...
2023-12-15
Tom's Hardware
12 related
At Intel's NYC event, Pat Gelsinger claimed that for AI, inference will become more important than training, and the industry wants to “eliminate” Nvidia's CUDA
Andrew E. Freedman / Tom's Hardware :
Loading articles...