🗞️DeepSeek and Huawei Target Nvidia's CUDA Moat, and Manus Relaunches as the Agent Wars Heat Up

DeepSeek has open-sourced a complete software toolkit built specifically for Huawei Ascend chips, directly challenging NVIDIA's CUDA lock-in effect; Manus has restarted as Manus 2.0 with a valuation of $4 billion, launching an always-on personal agent Cue, directly challenging Meta's Muse product, highlighting that the competition for personal agents has become a key battleground in Chinese AI this year.