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)

DeepSeek 创始人梁文峰在一场流出的四小时投资者对话中坦承,中美 AI 当前的主要差距在于算力获取,同时指出英伟达 CUDA 的生态护城河正在瓦解。这一判断直接挑战了市场对硬件绑定和生态垄断的既有认知。








