International Cyber Digest(@IntCyberDigest):‼️ DeepSeek founder Liang Wenfeng says Nvidia is "digging its own grave" in China, according to a transcript of a closed-door investor meeting published this week by Tencent Tech. Liang continues "the Huawei 950 supernode - can fully substitute for NVIDIA's GB200 and GB300 in performance ... The price is definitely higher, but limited. Fifty percent or a hundred percent higher - a hundred percent higher doesn't matter; even two hundred percent higher doesn't matter." He puts DeepSeek's Huawei allocation at roughly 16,000 cards, about 4,000 Nvidia-equivalents by his own four-to-one ratio, against the roughly 200,000 Huawei cards he says a model at today's largest scale would need.

International Cyber Digest@IntCyberDigest

2026.07.24 20:48

‼️ DeepSeek founder Liang Wenfeng says Nvidia is "digging its own grave" in China, according to a transcript of a closed-door investor meeting published this week by Tencent Tech. Liang continues "the Huawei 950 supernode - can fully substitute for NVIDIA's GB200 and GB300 in performance ... The price is definitely higher, but limited. Fifty percent or a hundred percent higher - a hundred percent higher doesn't matter; even two hundred percent higher doesn't matter." He puts DeepSeek's Huawei allocation at roughly 16,000 cards, about 4,000 Nvidia-equivalents by his own four-to-one ratio, against the roughly 200,000 Huawei cards he says a model at today's largest scale would need.