What Huang Renxun is most worried about is happening ⚡ ️ In April of this year, Huang Renxun said a sentence: If one day DeepSeek is first released on Huawei chips, It would be a 'bad outcome' for the United States. Huang Renxun is afraid of anything, the 'bad outcome' is already on the way. DeepSeek and Huawei have moved a complete set of AI underlying tools to Ascend. Operator development, matrix computation, cross card communication Attention、 Data filtering basically corresponds to the underlying tools that DeepSeek previously built for Nvidia GPUs. The most crucial thing is Tile Lang. A large number of operators in DeepSeek V4 training have been implemented using it. In the past, this set of abilities was highly built around CUDA. Now, DeepSeek and Huawei are adding corresponding versions to Ascend. He's not just worried about Huawei chips. The model is starting to optimize around Huawei architecture. Once global developers obtain the same model, By default, it runs better on non US hardware, The advantage of American chips will be gradually weakened. Now, the software layer has been added. But more importantly, it's not just about 'filling in'. How was it supplemented. TileLang itself is globally open source. The MIT license can be used and modified by anyone. DeepSeek and Huawei have added their "Ascend Backend" this time. What does this mean? This means that Chinese AI is not taking a closed path, but an open source path. If you block the chip, I will open source the software. If you restrict hardware exports, I will give the tools to the world for free. Global developers have obtained this set of tools, It can run on Ascend or on other chips. CUDA's moat was not breached by a closed source tool, It is gradually diluted by being adapted by an open-source language and multiple chips. This is a strategy of 'surrounding the city from the countryside'. Not standing firm with you in the "first tier cities" of NVIDIA's ecosystem, I am going to second - and third tier cities (open source communities, small and medium-sized chip factories, developing countries), Bring the person in first, then slowly move up. The competition between China and the United States in AI has changed ❗ ️ Who has stronger models in the past and who has more GPUs. Now, who can build a complete technology stack from chips to frameworks. The most difficult thing to replace with CUDA is never a graphics card. It is a complete set of software that has grown around it. Open source is the only way to ensure that the entire software does not belong to any single company. In history books, it is written: In the past, the Qing Dynasty in China closed its doors and the British bombarded it, almost wiping it out. Today, the United States has closed its doors, imposed various restrictions and prohibitions, while China has turned it over with open source. The door is closed, afraid of others coming in. Only those who open the door dare to show it to others. This time, the door closed by the United States, Unable to block China's window and open source sword ⚔️