---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42875322.md"
description: "62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. — Liang Sheng from Deepseek.From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc."
datetime: "2026-07-23T06:00:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42875322.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42875322.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42875322.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# 62. The moat of Nvidia's CUDA is being rapidly ero…


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## Comments (16)

- **oxyg3n · 2026-07-23T11:57:38.000Z · 👍 3**: I see Liang Wenfeng is always thinking about shorting NVIDIA. He started a wave last year, and wants to do it again this year? But with DeepSeek's mediocre level, it still doesn't support multimodal capabilities yet. They claim 1M context window, but in reality, the model starts showing significant 
  - **Lucky2026** (2026-07-23T12:49:49.000Z): It will quantify
- ***烟火声* · 2026-07-23T10:09:12.000Z · 👍 1**: Indeed, NVIDIA is currently investing across the entire industry chain.
- **睿睿可爱 · 2026-07-23T07:38:04.000Z · 👍 2**: What are you talking about, NVIDIA's moat is crumbling?
- **韭條悟 · 2026-07-23T07:24:56.000Z · 👍 2**: Isn't NVDA's moat more comprehensive?
- **石来运转 · 2026-07-23T07:04:53.000Z · 👍 3**: Rapidly collapsing, wondering if Liang has already used DeepSeek to write CUDA code, and where he's at so far.
- **黄渐橙 · 2026-07-23T06:35:54.000Z**: Nvidia's moat lies in its software ecosystem, but the synergistic effects of hardware cannot be ignored; for instance, the Vera CPU demonstrates the strongest performance in AI agentic tasks among all CPUs. Furthermore, just because AI can write code doesn't mean it's easier to build a competing eco
- **投资小达人 · 2026-07-23T06:29:55.000Z**: 🤔Oh, I was actually thinking of adding some nvda, but it's weird that I can't buy it.
- **佳昊札记 · 2026-07-23T06:05:37.000Z**: NVDA still has its moat, just not as wide and deep as before. PS also sold NVDA early on, leaving only AVGO and AMD. 😁
  - **Lucky2026** (2026-07-23T12:51:21.000Z): Why? Sincerely asking: Is AMD's moat more solid than NVIDIA's?
  - **忌贪忌躁忌赌落袋为安** (2026-07-23T12:54:33.000Z): Buying AMD is definitely for growth; NVIDIA's market cap is too large
  - **Lucky2026** (2026-07-23T12:55:46.000Z): I want to switch too. I've held it for two years, but it hasn't risen much.
- **不炒股改堵法国夺冠 · 2026-07-23T06:03:25.000Z · 👍 1**: Go AMD!
  - **meta低于600才能买** (2026-07-23T12:55:50.000Z): Sister, why do you have so much money? Shorting everywhere, rushing in everywhere. I've always been curious about how you and God Gu made your money.
- **韭菜领域大神 · 2026-07-23T06:03:18.000Z · 👍 1**: Excuse me, could you ask if this quote from Liang Wenfeng has a source, bro?
  - **晓风 morning_wind** (2026-07-23T06:04:16.000Z): Look at my next one.