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Chinese open-source models DeepSeek and Kimi K3 are challenging OpenAI's closed-source dominance. Analyzing the business logic, chip ecosystems, and US-China strategic dynamics behind the open vs. closed AI debate.

Jensen Huang's first tweet backs AI open source, but behind it lies NVIDIA's deep anxiety over CUDA ecosystem displacement. We analyze why open-source models matter and what's really at stake.

Chinese open-source models DeepSeek and Kimi K3 challenge OpenAI's closed-source dominance. Analysis of open vs. closed AI strategies, CUDA moat erosion, and the US-China strategic battle for AI supremacy.
4 Alternatives for Running CUDA on Non…
A deep dive into running CUDA on non-NVIDIA hardware (AMD, Intel): comparing ROCm/HIP, ZLUDA, SYCL/oneAPI, and OpenCL across principles, use cases, and limitations.

The Miles team and AMD announce the full port of DeepSeek-V4 Flash RL training to AMD Instinct MI355X GPUs on ROCm, boosting AIME pass@1 from 0.39 to 0.49—a milestone for compute ecosystem diversity.