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DEEPSEEK FOUNDER: US LEAD HINGES ON COMPUTE, NOT CUDA

In a leaked four-hour investor presentation, DeepSeek founder Liang Wenfeng argues that compute access—not software moats—defines the US-China AI gap, while claiming Nvidia's CUDA dominance is eroding.

1 SOURCEFIRST SEEN JUL 23, 11:15 AM► READ THE ARTICLE

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In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more (Fred Gao/Inside China)

Fred Gao / Inside China: In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is com…

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