The AI silicon war has moved from benchmarks to open standards and open code.
Nvidia publishes its rack, optics, and facility blueprints and co-writes industry standards with its rivals' own patrons to keep every alternative Nvidia-shaped, while DeepSeek and Huawei open-source a CUDA challenger to dissolve the developer switching costs that defend Nvidia's pricing power.
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The incumbent answers efficiency and substitution threats by publishing blueprints and co-writing standards with its rivals' patrons, moving the silicon war from benchmarks to open specs that keep every alternative Nvidia-shaped.
DeepSeek and Huawei open-source a CUDA challenger, dissolving the developer switching costs that defend pricing power — the moat's first measured crack, run in the open.