A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.

A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.

A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.

DeepSeek CEO Liang Wenfeng Claims Nvidia Is Digging Its Own Grave

In a rare and explosive move that has sent shockwaves through the heart of Silicon Valley, Liang Wenfeng, the CEO of the Chinese AI laboratory DeepSeek, has broken the traditional silence of Chinese tech giants. During a marathon 4 hour conversation, Wenfeng delivered a series of bold claims that challenge the current global AI hierarchy. Unlike American counterparts such as OpenAI and Anthropic, which are often seen chasing trillion dollar IPOs…

Huawei is just two years behind Nvidia AI chips: DeepSeek CEO

Huawei and Nvidia are the two top-trending brands when it comes to Chinese AI market, and the DeepSeek CEO Liang Wenfeng has bluntly stated that the Ascend chips are only about two years behind the US-based technologies and will catch up soon! During an investor-focused conference call, the Chief Executive Officer of the DeepSeek AI startup talked about various topics. He disclosed details on its current data annotation work, benefits of Nvidia …

DeepSeek founder gives timeline for when China will phase out Nvidia

DeepSeek founder Liang Wenfeng reportedly told investors that China’s move off Nvidia hardware has hit a turning point and that the last thing standing in the way is chip supply, which he believes should no longer be an issue within a year. DeepSeek is currently raising outside funding for the first time, and its founder’s statement is attributed to minutes from a recent investor meeting. However, neither Liang nor the company has confirmed the …

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, has disclosed a number of valuable nuggets in an investor-focused conference call, spilling the beans on China's compute deficit, the superiority of NVIDIA's GB300 GPUs, Huawei's meticulous catch-up, and DeepSeek's ongoing work on data annotation. DeepSeek's Wenfeng Says Huawei's Atlas 950 SuperPoD can fully substitute NVIDIA's GB300 NVL rack, but for every GB300 GPU DeepSeek needs 4x Ascend GPUs DeepSeek's Wenfeng…