This is the moment NVIDIA should be seriously worried.

In the next couple of weeks DeepSeek V4 will be launched. It’s a direct attack on the entire AI stack that American companies have spent years locking down. Full “de-NVIDIA-ization”, a complete shift away from CUDA into… pic.twitter.com/AhJ11nj175

— Barrett (@BarrettYouTube) April 20, 2026