NVDA · News · 20260930N

Competition and Software Moat Risk

NVIDIA CORP · 2026-09-30 · Importance 37 · Surprise 42

DeepSeek and Huawei Technologies reportedly partnered to develop open-source software for Huawei Ascend AI chips. The initiative is intended to make AI workloads easier to run without NVIDIA hardware and directly challenges NVIDIA's CUDA software platform. Third-party reporting identified the risk as particularly relevant in China, where domestic accelerator alternatives could weaken NVIDIA's software ecosystem advantage and constrain future access.