Brind.
  1. A company faces sales approval hurdles and requires U.S. licenses to access the $200 billion CPU market in China.
  2. Nvidia leverages Taiwanese partners in its supply chain and receives licenses for advanced AI chip exports to China, aiming for the $200 billion market.
  3. Huawei and DeepSeek are competing in advanced chip manufacturing, representing China's push against US export limits.
  4. 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.

DeepSeek plans a gigawatt-scale AI data center in Ulanqab, utilizing both Huawei and Nvidia hardware for computing power.

1 report, 1 independent Updated Aug 2
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What happened

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DeepSeek plans a gigawatt-scale AI data center in Ulanqab, utilizing both Huawei and Nvidia hardware for computing power.

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DeepSeekHuaweiNvidia

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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.

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Within A company faces sales approval hurdles and requires U.S. licenses to access the $200 billion CPU market in China.

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