Deepseek bypassing cuda is just a practice run. They are learning from nvidia how cuda is written. They also show that they are able to write a much better cuda layer. When Chinese EUV machine comes online, they will be able to write their own cuda api layers to interact with China own AI chip. To me this is the implication. How China AI chip will disrupt nvidia at that time is the real problems. Country like Singapore or Saudi will buy from China if China AI chip is superior, IF it is superior. people Say China EUV might come online 2027. But China speed should not be underestimated
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