Tag: export-controls

All the articles with the tag "export-controls".

• Liang Wenfeng Says CUDA's Moat Falls in a Year. The Wall He Can't Climb Takes Three.

  24 Jul, 2026

  A leaked four-hour call with DeepSeek's founder got read as a bear case for NVIDIA. The software claim in it already happened, in public, on GitHub. The capacity number is the one that settles the export-control argument.