DeepSeek is moving V4 AI model to Huawei chips, reducing reliance on Nvidia hardware. This shift reflects China’s AI independence strategy and export restriction pressures. Huawei’s Ascend chips promise lower costs and scalable inference performance. However, Nvidia still leads in high-end AI training power globally. Early reports suggest hybrid usage may continue for stability. Big tech firms are already stockpiling Huawei chips rapidly. The real question now, can Huawei close the performance gap faster than expected?
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