Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch: sources
Major Chinese tech firms, including ByteDance, Tencent, and Alibaba, are scrambling to secure Huawei's Ascend 950 AI chips after DeepSeek's V4 AI model launch. The demand surge is driven by US export controls restricting access to Nvidia's advanced processors.
Chinese tech firms are rushing to secure Huawei's Ascend 950 AI chips following DeepSeek's V4 AI model launch. ByteDance, Tencent, and Alibaba are among the companies reaching out to Huawei for new chip orders. The Ascend 950PR outperforms Nvidia's H20 chip but trails Nvidia's more advanced H200 processor. DeepSeek's V4 model is optimized for Huawei's chips, marking a shift away from American semiconductor dependence. Alibaba Cloud and Tencent Cloud have made DeepSeek V4 available on their platforms, increasing demand for the underlying chips. DeepSeek expects V4-Pro pricing to decline significantly in 2026 once Huawei's Ascend 950 supernodes ship at scale.
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