Huawei

The Nvidia Era Is Over — At Least in China DeepSeek’s next flagship model, V4, will run exclusively on Huawei Ascend chips. Not as a backup. Not as a proof of concept. As the entire inference stack. That’s not a press release talking point. That’s a tectonic shift. For years, China’s AI labs quietly depended on Nvidia silicon — H100s, A100s, whatever they could get their hands on through official channels or creative workarounds. That dependency is now ending, and it’s ending fast. ...

Nvidia’s deepest moat was never the silicon. It was CUDA — the software ecosystem that made every AI developer on Earth, including China’s, completely dependent on Nvidia’s way of doing things. You could build a faster chip, but if developers had to rewrite their entire codebase to use it? Dead on arrival. Huawei just found the side door. The Ascend 950PR, paired with Huawei’s overhauled CANN Next software stack, has reportedly won over ByteDance and Alibaba — two of China’s largest AI consumers. After years of Beijing practically begging its tech giants to go domestic, Huawei may have finally built a chip they actually want to use. ...

The AI cold war just got a lot colder. DeepSeek — the Chinese lab that shook the industry last year with models matching Western competitors at a fraction of the cost — has cut Nvidia and AMD out of its upcoming V4 launch. No early access. No optimization window. Instead, Huawei got a weeks-long head start to tune V4 for its own Ascend processors. This isn’t a technical decision. It’s a geopolitical signal flare. ...