DeepSeek 梁文锋：英伟达护城河正瓦解，华为超节点可完全平替

DeepSeek 梁文锋：英伟达护城河正瓦解，华为超节点可完全平替

2026-07-23 16:59

ChainThink 消息，7 月 23 日，据金十报道，在流出的 DeepSeek 投资者交流会内部谈话中，DeepSeek 创始人梁文锋表示，国产 AI 芯片替代正迎来历史性机遇，硬件与生态不存在适配障碍，当前主要问题是产能不足。

梁文锋称，英伟达 CUDA 生态护城河正快速瓦解，出口管制等因素为国产 AI 芯片打开窗口期，预计一年内可扭转市场对国产芯片“用不起来、不好用”的认知。

他还透露，DeepSeek 已与华为合作，拿到 1.6 万张 950 卡用于跑通生态；华为 950 超节点在性能和价格上可完全平替英伟达 GB200、GB300。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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