The founder of Chinese AI company DeepSeek has predicted that within a year, Chinese-made AI semiconductors will sufficiently replace Nvidia chips.
Liang Wenfeng, founder of DeepSeek, expressed his views during a private meeting with investors in May. His comments have recently circulated on Chinese social media, with reports from various Chinese outlets, including Meirijingjixinwen. Liang is known for his limited interactions with the media, making these remarks particularly noteworthy in China.
Liang stated, "Chinese AI semiconductors are currently facing a historic opportunity," adding that in the past, there were challenges in using Chinese AI semiconductors even after purchase. He noted that the incompatibility of Chinese AI semiconductors with Nvidia's CUDA ecosystem made software development significantly more difficult.
He explained, "The biggest issue was that China's AI software ecosystem was not well-developed, but now, with advancements in AI, the ecosystem in China is rapidly growing. The advantages of Nvidia's CUDA will soon be neutralized." He further asserted, "In the next year, we will find that the Chinese semiconductor ecosystem will be entirely viable, and we will realize that Chinese AI semiconductors are sufficiently usable."
This suggests that while the performance of Chinese AI chips may not surpass that of Nvidia chips, they will be capable of operating effectively without relying on the Nvidia CUDA ecosystem. This can be interpreted as a strategy to develop software using the CUDA ecosystem and then adjust it for Chinese semiconductors using coding AI.
Regarding the AI competition between the U.S. and China, Liang remarked, "The U.S. has a more advanced AI industry than China due to talent, differences in large language models, and software. Ultimately, these differences stem from disparities in computing resources." This statement implies that the U.S. has a significant advantage in GPU availability compared to China.
Liang predicted, "In the global AI market, China will ultimately adopt a cost-effective strategy. As the number of GPUs in China increases and power generation capacity expands, China will be able to offer AI services at even lower prices."
He emphasized, "DeepSeek is currently focusing on coding agents as a primary direction, with the long-term goal of building AGI (Artificial General Intelligence)." He elaborated, "The core mission of DeepSeek is to realize AGI, and everything else is secondary. We will achieve AGI through continuous learning and self-reinforcement of AI after coding agents." He also stated, "DeepSeek will not pursue maximum profits but will only charge reasonable costs."
* This article has been translated by AI.
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