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Open source + domestic computing power = a killer combo? DeepSeek V4 could rewrite the rules of AI gaming!
DeepSeek坚持开源，这一点非常关键。Open source means ecosystem, and an ecosystem means a "snowball effect."
Adding the Ascend 950 super node, the logic becomes:
Domestic computing power provides the foundation → Open source models expand developers → Applications flourish in all directions
This approach essentially targets NVIDIA's CUDA ecosystem, but with a more open path.
Will the market come? Yes, but not a "get rich overnight" scenario.
More like a "slow bull market" pattern:
Computing power companies steadily rise, application companies show clear differentiation.
Risk points are also very clear:
If commercialization can't keep up, valuations will still pull back;
If the ecosystem doesn't take off, the advantages of open source will be weakened.
In one sentence: This wave of AI competition is not about who is the strongest, but who has the largest ecosystem.