[DeepSeek Liang Wenfeng: NVIDIA's Moat is Crumbling, Huawei's Supernodes Can Fully Replace It] DeepTech TechFlow reports that on July 23, during an internal discussion at the DeepSeek investor meeting, DeepSeek founder Liang Wenfeng shared his core views on the development of the domestic AI computing power industry and ecosystem. He stated that the current wave of domestic AI chip substitution presents a historic opportunity, with no compatibility barriers in terms of hardware and ecosystem. NVIDIA cannot stop the substitution process. The only current issue is insufficient production capacity, which is expected to change market perceptions of domestic chips being 'unusable' or 'inferior' within a year. He pointed out that NVIDIA's CUDA ecosystem moat is rapidly crumbling, and multiple industry transformations combined with export controls have opened a window of opportunity for domestic AI chips. He revealed that DeepSeek has already partnered with Huawei, securing 16,000 units of the 950 card to establish ecosystem compatibility. Huawei's 950 supernodes can fully replace NVIDIA's GB200 and GB300 in terms of performance and price. He expressed optimism about the development of the domestic computing power industry. (Jin10)