Nvidia's stickiest advantage isn't hardware. It's the software developers are locked into. DeepSeek just open-sourced six tools for Huawei Ascend chips. TileKernels lets one Python interface pick Nvidia OR Ascend. The catch: Huawei says demand already exceeds its supply, and benchmarks are single ops, not full training runs. More at www.contentbuffer.com Which breaks Nvidia's lock-in first: better software or more chips? #AI #DeepSeek #Nvidia #Huawei #OpenSource #CUDA #TechNews