Is Nvidia's CUDA Moat Crumbling? DeepSeek Made Ascend Viable, Argue Researchers
QuintinPope5 · x · 2026-10-03
A debate on Nvidia's moat:
- @teortaxesTex argues DeepSeek made Huawei's Ascend viable and Moore Threads built a tool translating CUDA kernels to MUSA, so switching compute platforms is getting easy — Jensen missed his window to strangle the competition.
- QuintinPope adds that Nvidia's moat was always its software stack and interoperability convenience, and the bull case that "AI is good at solving interoperability problems" has been substantially undermined by recent progress.
Related event: DeepSeek Makes Ascend Viable, Nvidia's CUDA Moat Under Fire(2 posts)→
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