# CUDA
Latest news and articles about CUDA
Total: 4 articles found
DeepSeek V4: A Trillion-Parameter Challenge to the Global AI Status Quo
DeepSeek is set to launch its V4 flagship model in late April, featuring a trillion-parameter architecture and a million-token context window. Most significantly, the model is deeply optimized for Huawei's Ascend chips, marking a major step in China's efforts to achieve AI independence from Nvidia's CUDA ecosystem.
Nvidia’s Industrial Revolution: Jensen Huang on the Rise of AI Factories and China’s Hyper-Innovation
Nvidia CEO Jensen Huang outlines a future where 'AI Factories' industrialize the production of intelligence, moving computing from a retrieval model to a generative one. He highlights the imminent dominance of AI agents and credits China's hyper-competitive, open-source culture as a primary driver of global innovation speed.
When Beats Don’t Boost: Why Nvidia’s Record Quarter Prompted a Market Rethink
Nvidia posted another extraordinary quarter, yet its stock tumbled as investors worried the company’s GPU advantage is shrinking. Structural shifts — from training to inference, rising alternative silicon and cloud providers’ vertical integration — are compressing margins and forcing Nvidia to seek new revenue streams while defending its core franchise.
Huang’s Rule: In the AI Era, Compute Is Money — Nvidia Maps Out a Cash-Driven Infrastructure Monopoly
Nvidia used its strong quarterly results to reframe the economics of AI around one simple truth: compute generates tokens, and tokens generate revenue. Jensen Huang argued that the company’s architectural compatibility, software ecosystem and new networking products make Nvidia the indispensable infrastructure provider for the agent‑based AI era, while flagging longer‑term bets in robotics and space computing.