DeepSeek made Ascend viable and Moore Threads translates CUDA to MUSA: CUDA moat eroding
teortaxesTex · x · 2026-10-03
teortaxesTex argues recent progress has substantially undermined the argument that China depends on CUDA: DeepSeek's work made Huawei Ascend viable, Moore Threads offers a tool for translating CUDA kernels to MUSA, and switching compute platforms is getting easier. He maintains that ecosystems can't be built by decree—you need talent using the platform—but concludes Jensen Huang missed his window to strangle the competition.
Related event: DeepSeek Makes Ascend Viable, Nvidia's CUDA Moat Under Fire(2 posts)→
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