DeepSeek is working with Huawei Technologies to design AI chips tailored to its models, with Huawei engineers stationed at its offices to incorporate feedback. DeepSeek plans to use Huawei's Ascend 950DT chips for model training as soon as the end of 2026, and Huawei plans to prioritize DeepSeek for most of its Ascend 960DT chips expected in the first quarter of 2027. According to Epoch AI, Nvidia's B300 delivers roughly seven times the raw arithmetic performance of Huawei's Ascend 950, and training a frontier model could require more than 10,000 Huawei chips working together for weeks. DeepSeek is also using the open-source TileLang to reduce reliance on Nvidia's CUDA ecosystem, while still seeking access to Nvidia's advanced processors. If the collaboration succeeds, it could offer a blueprint for other AI developers and a major step in reducing China's dependence on US technology.
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Chinasemiconductorsartificial intelligenceNVDA
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NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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