LIANG WENBING: THERE IS AN HISTORIC OPPORTUNITY FOR THE REPLACEMENT OF THE NATIONAL AI CHIP, WHICH WILL BE VALIDATED OVER THE NEXT YEAR AS "THE ECOLOGY OF THE NATIONAL CHIP IS COMPLETELY INTACT"

On 23 July, the founder of DeepSeek, Liang Wenzine, stated at a recent investor exchange, “We now have about 20,000 H-equivalent calculations, most of which have just arrived, in the last month or two. The gap between us and the United States lies mainly in resources, and there is almost no difference between people, because it is the same people. Our gap with the United States may be 12 months behind, 12 to 18 months behind, or 6 to 12 months behind. The moat of CUDA in Weida was quickly destroyed. On the one hand, there is now AI, and AI can write codes, and I can build this ecology with AI; on the other hand, there are new technologies, such as a technology called TileLang, which uses this advanced language to write CUDA's calculations, which can be written all over the entire ecosystem of Inweida very quickly. The other point is that the market for cards is smaller than the game card, and now the market for cards is bigger than the game card, so there is no reason why the two should be combined. There is now a historic opportunity for the replacement of the national AI chip. We believe that within the next year we can see one thing proven: the ecology of the national chips is completely clean. It was considered problematic, it was not useful and it was not useful, but in the coming year I think we can reverse that perception. We want to buy China for the 950s, but we want to help China do this. With 950 ultranodes, the performance and prices of China can be completely offset by GB200 and GB300 in Inverda. Prices must be expensive, but limited. The only price is four valet cards for the top, and two years behind. Two years behind is two years behind. The 950 ultranode is this year's Q3 or Q4, and the British GB200 is Q3 two years ago. In Weeda's card is basically depreciable for five years. Wigand's card is depreciated for up to three years. It's good to have 950 this year, but next year I think it'll be okay, and then it'll be too much of a charge."