- A company faces sales approval hurdles and requires U.S. licenses to access the $200 billion CPU market in China.
- Nvidia leverages Taiwanese partners in its supply chain and receives licenses for advanced AI chip exports to China, aiming for the $200 billion market.
- Huawei and DeepSeek are competing in advanced chip manufacturing, representing China's push against US export limits.
DeepSeek is training models on Huawei hardware, which is competing against Nvidia's chips in the context of China's push against US export limits.
7 reports, 2 independent
Updated Sep 11
Gone quiet
- Reports
- 7
- Developments
- 4
- Repetition
- 86%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
DeepSeek is training models on Huawei hardware, which is competing against Nvidia's chips in the context of China's push against US export limits.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- DeepSeek plans a gigawatt-scale AI data center in Ulanqab, utilizing both Huawei and Nvidia hardware for computing power.Sub-event
- DeepSeek developers tuned their AI models to run on Huawei silicon, contributing to global tech competition.Sub-event
- DeepSeek announced a strategic move to reduce its reliance on third-party hardware providers.Sub-event
DeepSeek leverages Huawei hardware to compete against Nvidia chips amid geopolitical tensions regarding US export limits.1 source
Keep exploring
Part of
Huawei and DeepSeek are competing in advanced chip manufacturing, representing China's push against US export limits.Also in this story
- China has restricted purchases of Nvidia chips, leading to investor fears about AI companies. An MIT report informed these concerns, coinciding with DeepSeek's model launch.
- TSMC has established operational bases in Nanjing and Shanghai, as of September 5, 2025.
The entities involved
Related events
- DeepSeek is deploying Huawei Ascend chips and competing with Nvidia in overseas markets by undercutting on price and performance.
- Ascend chips support China's AI self-reliance, with DeepSeek running models on Huawei's chips. Mark Chen leads Huawei Cloud in Latin America as the company studies deployment there.
- Amid tighter US export controls on AI chips, companies like OpenAI and DeepSeek are adapting, while BlackRock facilitates investor diversification into Bitcoin via new ETFs.
Coverage
Newest first; wire copies grouped- indiatimes.com
- GuruFocus.comChina's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening This article first appeared on GuruFocus. A fresh momentum shift is building in China's AI supply chainand it may spell