DeepSeek and Huawei just launched TileLang, an open-source toolkit aimed squarely at Nvidia's software dominance. $NVDA's cushion: revenue growth above 83% and a 75% gross margin. Seeking Alpha Quant Rating: Strong Buy. Growth outweighs the China software threat. China is building alternative ecosystems. Nvidia's software moat is still the global standard for AI development. Is TileLang a real threat to the moat? ▻