"NVIDIA's CUDA Advantage Is Crumbling," DeepSeek Founder Says in a Nearly 4-Hour Talk, Also Revealing a Policy Focused on Achieving AGI Rather Than Pursuing Profit

DeepSeek founder Liang Wenfeng told investors the company will prioritize AGI research over profit, keep prices low, and continue open-source releases.

He said NVIDIA’s CUDA moat is weakening as new technologies emerge, and that building a Chinese AI chip ecosystem is a major opportunity.

The remarks signal a push for low-cost, open AI development while highlighting rising pressure on NVIDIA’s CUDA-centered advantage.