Citrini观点：看多AMD看空NVDA，编码AI从软件侧侵蚀英伟达壁垒，CUDA护城河正在终结

Citrini观点：看多AMD看空NVDA，编码AI从软件侧侵蚀英伟达壁垒，CUDA护城河正在终结

2026-07-24 00:59

ChainThink 消息，7 月 24 日，Citrini 分析师 Jukan 引用 DeepSeek 创始人梁文锋近期观点称，AI 驱动的代码生成和 TileLang 等高级编程语言，正在降低 CUDA 生态进入壁垒。

DeepSeek 虽使用英伟达 GPU 训练 V3 模型，但已通过自研编译器和 TileLang 环境降低对英伟达软件生态的依赖。

梁文锋此前预计，若将 TileLang 与 DeepSeek 编译器移植至华为芯片，中国芯片的生态问题约一年内可基本解决，主要瓶颈将转向产能。

他还称，中美芯片差距包括硬件效率约 4 倍、时间滞后约两年。

Jukan 表示，DeepSeek 正与华为紧密合作，预计将获得约 1.6 万颗华为 AI 芯片，华为 950 SuperNode 可替代 GB200/GB300 的工作负载。

其将这一趋势概括为“CUDA 护城河正在终结”，并据此看空英伟达。

Jukan 同时称，这也是其看多 AMD 的原因之一，编码 AI 的进步将加速 ROCm 生态发展，缩小其与 CUDA 的差距。

AMD 近期投资 Anthropic 时曾表示，将积极使用 Claude Code 进行芯片设计与软件工程。

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

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