@VraserX: DeepSeek reportedly expects Huawei to start delivering chips capable of training its frontier models as early as Q4. Li…
Summary
DeepSeek expects Huawei to deliver chips for training its frontier models by Q4, with Liang Wenfeng emphasizing the necessity of this move, which could reduce China's dependency on US technology amid export controls.
View Cached Full Text
Cached at: 09/22/26, 11:49 AM
DeepSeek reportedly expects Huawei to start delivering chips capable of training its frontier models as early as Q4.
Liang Wenfeng apparently told investors the move to Chinese chips “has to work.”
If it does, US export controls will have bought time while giving China an enormous incentive to eliminate the dependency entirely.
Similar Articles
DeepSeek's Huawei-Chip Training Claim Finally Gets Its Benchmarks, and Its Doubters (3 minute read)
A Huawei-led consortium published benchmarks showing efficient post-training of DeepSeek's V4 models on Ascend chips, but experts note it only covers post-training and does not prove Huawei can replace Nvidia for full pretraining.
Facing US export controls, China's DeepSeek plans to make its own chips
Facing US export controls, Chinese AI startup DeepSeek is developing its own inference chips to reduce reliance on both Nvidia and Huawei, joining a trend of AI companies designing custom silicon.
China Considers Curbs on Overseas AI Access as DeepSeek Builds Its Own Chip
China is considering limiting overseas access to advanced AI models to boost self-reliance, while DeepSeek develops its own AI inference chip to reduce reliance on Nvidia hardware.
Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts.
Huawei unveils the Tau Scaling Law, a chip architectural workaround to bypass US sanctions and achieve 1.4nm-equivalent transistor density by 2031, marking a significant step toward China's semiconductor self-sufficiency and altering the tech rivalry with Washington.
@Suhail: https://x.com/Suhail/status/2101665324882075958
Nathan Lambert predicts that top Chinese AI labs are increasingly using Huawei chips for inference and Nvidia for training, which will accelerate with the rise of agent swarms and scaled post-training.