https://www.opensourceway.blog/en/tags/cuda-moat/Recent content in Cuda-Moat on The Way of Open SourceHugoenCopyright (c) 2016 - 2026, 「开源之道」·适兕; all rights reserved.Thu, 17 Sep 2026 01:31:40 +0800https://www.opensourceway.blog/en/posts/china-open-source-daily/2026/09/2026-09-17/Thu, 17 Sep 2026 01:31:40 +0800https://www.opensourceway.blog/en/posts/china-open-source-daily/2026/09/2026-09-17/"Four institutionally new placements on the Chinese open-source surface in the same week as this series' September 16 briefing documented Huawei Open Source Official's first-systematic Chinese open-source cultural definition (开源无国界 开发者有来处), Xilai Tech (Canaan Inc.) RISC-V commercial CPU IP A-share IPO filing (Xiaomi Changjiang Fund 6.12% + VeriSilicon 2.99% state-aligned-capital-market-investor pairing, 155% R&D-above-revenue profile, national little-giant → national-key-little-giant designation pairing), Ant Group Open Source Tech Committee's 2026-H2 Agentic AI ecosystem trends paper (PR-per-Issue ratio 1.35→2.11, 90-day-PR-still-open 5.5%→11.3%, median PR merge 77.0%→68.4%, 92/100 AGENTS.md default-branch infrastructure, 143 Agent-Infra projects, more-than-half born 2025), and Wang Xu's code-collaboration-to-idea-convergence reading: (1) CAICT Policy-and-Economics Institute + China University of Political Science and Law AI Law Research Institute jointly publish the CAICT Agent Governance Research Report 2026 (37,848 characters / 105 lines) — the first-documented Chinese-administrative-institute three-layer agent-governance framework in this series (Foundation layer data-and-identity base / Operation layer execution-and-dynamic-control / Ecosystem layer value-collaboration), pairing the same agent surface this series' prior briefings documented at the CAICT-AI-administrative-standard layer and the Huawei-agent-open-source layer with the CAICT-governance-framework layer, and placing US-frontier-capability-diffusion-prevention, EU-fundamental-rights-protection, Singapore-global-trustworthy-AI-hub, and Chinese-large-model-institutional-stacking-governance at the same global-differentiated-governance surface — the first-documented Chinese-administrative-institute global-governance-comparison surface; (2) Jiang Xiaojuan (former State Council Deputy Secretary-General, University of Chinese Academy of Social Sciences professor) publishes at the 2026 Bund Summit 'Born-Global AI Economy: New Growth Paradigm and Social Value Reconstruction' (40,699 characters / 67 lines) — the first-documented State-Council-formal-level Chinese-administrative-narrative surface placing the Chinese-open-source-model-overtook-US-since-June surface at the Bund-Summit-institutional layer, with the operational claim that since June 2026 Chinese open-source large-model download volume on the world's largest open-source community surpassed US download volume for the first time and the top-6 API call volume ranking is entirely filled by Chinese self-developed open-source large models — the first-documented quantitative evidence of the Chinese-open-source-model global-scale surface at a State-Council-formal-level institutional surface; (3) DeepSeek v4.1 operator lead Liu Shengyu publishes the 22,097-character essay 'I Have No Choice But to Bury My Talent in Yesterday' — the first-documented DeepSeek-internal-senior-technical-engineer personal-essay surface in this series, pairing the technical-paradox diagnostic ('The better my operators, the faster the new model trains and infers, the faster model capabilities improve, and the earlier I will be replaced' / 'I will not be unemployed but I must change profession' / 'I hope the one who revolts me is myself'), the AI-learning-penalty data pairing (HK-PolyU + Stockholm tracking 26,811 Chinese junior-high and middle-school students, 18% short-term grade rise → 20% monthly-exam decline within 6 months → up-to-24% and 18% decline at the zhongkao and gaokao respectively after two years, Google 75% new code is AI-generated), and the operator-level institutional-form observation that the DeepSeek v4.1 primary Attention operator is written by Liu Shengyu personally — a three-surface-simultaneous DeepSeek-internal-senior-engineer-essay pattern; (4) Huawei Voice Community publishes a 55,430-character Guo Ping (Huawei Supervisory Board Chair) new-employee symposium minutes 10,000-character essay — the first-documented Huawei-supervisory-board-chair institutional-narrative surface placing the 'For ICT and computing business, Huawei's goal is to become NVIDIA' diagnostic at the Huawei-voice-community-supervisory-board surface, pairing the CANN heterogeneous-computing-architecture + MindSpore framework + Lingqu (灵衢) protocol pairing, the NVIDIA-CUDA-moat institutional-mechanism reading ('Jensen Huang's real power is not making the fastest chip but making the world's AI developers feel that not using NVIDIA is passing something by oneself'), NVIDIA-China-high-end-AI-chip-market-share-95%-to-near-zero diagnostic, and Huawei 2026-H1 financial profile (revenue RMB 467.8B +9.54%, net loss -36.8%, R&D RMB 121.3B +25.2%, operating cash flow -RMB 39.8B) — a four-surface-simultaneous Huawei-supervisory-board-chair-institutional-narrative pattern."