bebu (@bebuu_ai) “Closed-door investor Q&A notes from DeepSeek founder Liang Wenfeng just surfaced” — TopicDigg

Closed-door investor Q&A notes from DeepSeek founder Liang Wenfeng just surfaced, and his blunt math on Huawei vs Nvidia is wild to read word-for-word. First, Liang says DeepSeek stopped relying on Nvidia's software stack back during V3 by building their own high-level compiler (TileLang), adding: 'As long as we repeat this process on Huawei cards, the job is done... On this point, I think Nvidia is digging its own grave.' Then he gives the exact hardware ratio on Huawei's new 950 Supernode vs Nvidia GB200 and GB300: 'Everything GB300 can do, Huawei's supernode can do; latency is the same. The only cost is that four Huawei cards replace one Nvidia card, and Huawei lags by two years.' Paying 2x to 3x more for 4x the cards sounds painful until US export bans leave you zero choice.