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This is the moment NVIDIA should be seriously worried. In the next couple of weeks DeepSeek V4 will be launched. It’s a direct attack on the entire AI stack that American companies have spent years locking down. Full “de-NVIDIA-ization”, a complete shift away from CUDA into Huawei’s CANN ecosystem, running on Huawei Ascend chips. That means one thing, breaking the dependency that made NVIDIA untouchable. 35x faster inference vs early versions. Nearly 3x the performance of NVIDIA’s H20 on a single card. 40% less energy consumption. Over 95% CUDA compatibility with migration times collapsing from months to hours. Even Jensen Huang has already admitted it. If this works at scale, it’s a “terrifying outcome” for US companies. Because here’s the real problem, this isn’t happening in isolation. Chinese tech giants like Alibaba, ByteDance, and Tencent are already ordering hundreds of thousands of Ascend chips. Market share is shifting fast, domestic chips now at 41%, NVIDIA slipping to 55% in China’s AI server market. Additionally DeepSeek V4 is reportedly offering API costs at a fraction of US competitors. $300 for massive workloads that would cost $2,500+ on OpenAI models, or even $5,000 on Anthropic. So this isn’t just about one model. It’s about China building a fully independent AI stack, chips, frameworks, models, and applications. Completely outside of US control. NVIDIA doesn’t just lose sales. It loses its grip on the global AI standard.



















