**[Citrini's Perspective: Bullish on AMD, Bearish on NVDA—AI Code Generation Erodes NVIDIA's Software Barrier, CUDA Moat is Ending]** BlockBeats News, July 24—Citrini analyst Jukan cited recent key insights from DeepSeek founder Liang Wenfeng, pointing out that AI-driven code generation and advanced programming languages like TileLang are rapidly lowering the entry barriers to the CUDA ecosystem. Although DeepSeek uses NVIDIA GPUs to train its V3 model, it has significantly reduced its reliance on NVIDIA's software ecosystem through its self-developed compiler and TileLang environment. Previously, Liang Wenfeng predicted that if TileLang and the DeepSeek compiler were ported to Huawei chips, the ecosystem issues of Chinese chips could be largely resolved within about a year, leaving production capacity as the only real bottleneck. Liang quantified the chip gap between China and the U.S.—hardware efficiency is approximately four times better in the U.S., with a time lag of about two years—and revealed that DeepSeek is closely collaborating with Huawei. It is expected to receive approximately 16,000 Huawei AI chips, with Huawei's 950 SuperNode capable of replacing the workloads of GB200/GB300. Analyst Jukan characterized this as "the end of CUDA's moat," expressing a highly bearish outlook on NVIDIA. Jukan added that this logic is precisely one of the reasons for being bullish on AMD—the advancements in AI code generation will naturally accelerate the development of the ROCm ecosystem, helping to narrow the gap with CUDA. AMD recently announced during its investment in Anthropic that it would actively use Claude Code for chip design and software engineering. Overall, the progress of AI programming tools is systematically eroding NVIDIA's competitive barriers from the software side. The ecosystem issues of Chinese chips are expected to be rapidly resolved due to advancements in code generation capabilities, while AMD benefits from the acceleration of ROCm. NVIDIA's CUDA moat, which has maintained developer loyalty, is facing a dual attack, and catching up in hardware efficiency and production capacity is merely a matter of time. [Original Link]