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SemiAnalysis says Huawei and DeepSeek narrowing gap with Nvidia

Original: A new SemiAnalysis report says Huawei and DeepSeek are closing the gap with Nvidia's AI chip ecosystem. DeepSeek's lates

A new report from research firm SemiAnalysis argues that Huawei and DeepSeek are closing the gap with Nvidia's AI chip ecosystem. According to the report, DeepSeek's recent software releases and testing on Huawei's Ascend 950PR chips show the two Chinese firms leaning on each other, with DeepSeek likely relying mainly on Huawei's hardware and software stack rather than Nvidia's, signalling growing Chinese self-sufficiency in AI computing.

Why now: Fresh analysis of China's progress toward AI chip independence from Nvidia is drawing attention amid ongoing US export restrictions.

HuaweiDeepSeekNvidiaSemiAnalysisAscend 950PR

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• A new SemiAnalysis report says Huawei and DeepSeek are closing the gap with Nvidia's AI chip ecosystem. DeepSeek's latest software releases and testing on Huawei's Ascend 950PR chips show the two firms leaning on each other, with DeepSeek likely relying mainly on Huawei's stack… · china@universeodon.com · 1

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