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DeepSeek CEO Believes NVIDIA Is Now "Digging Its Own Grave" Even As 1 NVIDIA GB300 GPU Equals 4 Huawei Acend 950 GPUs
DeepSeek's CEO, Liang Wenfeng, expressed concerns about NVIDIA's strategy amidst rising competition from Huawei in an investor conference call. He noted that while NVIDIA's GB300 GPU surpasses Huawei's Acend 950, the lack of computational resources in China presents a significant challenge. Wenfeng detailed that DeepSeek's capabilities lag far behind the leading AI models, indicating an urgent need for infrastructure investment. The balance of power in GPU specifications could shift as Huawei continues to refine its technology.
MonitorConfidence: MediumShort term horizonInfrastructure risk: High
Published 23 Jul 2026, 16:20 UTC3 min read
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Summary
TL;DR
- DeepSeek claims NVIDIA's GB300 is superior but Huawei's tech is catching up.
- Current compute resources limit DeepSeek to models with 10 billion active parameters.
- Wenfeng believes NVIDIA risks its market standing due to competitive pressures.
- He emphasizes a major gap in computational resources compared to US firms.
- DeepSeek is expanding its annotation capabilities amid the tech race.
Interesting facts
- Wenfeng compares resource needs: 50,000 GB300s vs. 200,000 Huawei 950s for training.
- Huawei's supernode reportedly matches NVIDIA's offerings in performance and pricing.