DeepSeek teams up with Huawei to challenge Nvidia

What happened: DeepSeek is working with Huawei to design AI chips tailored to its models, with Huawei engineers stationed at DeepSeek's offices, The Information reported. Key numbers: DeepSeek plans to use Huawei's Ascend 950DT chips for model training as soon as the end of 2026. Why it matters: The partnership supports Beijing's push to build an AI industry independent of American technology, though Nvidia remains central to training China's most advanced models. If DeepSeek trains a frontier model entirely on Chinese chips, it could offer a blueprint for other AI developers. Market: +1.8% today ($218.07), +15.6% YTD, 0.7x vol — as of 19:47 UTC Coverage: 3 outlets in 24h

DeepSeek is working with Huawei to design AI chips tailored to its models, with Huawei engineers stationed at DeepSeek's offices, The Information reported.

The partnership supports Beijing's push to build an AI industry independent of American technology, though Nvidia remains central to training China's most advanced models. If DeepSeek trains a frontier model entirely on Chinese chips, it could offer a blueprint for other AI developers. Market: +1.8% today ($218.07), +15.6% YTD, 0.7x vol — as of 19:47 UTC