‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia: report
Deepening “symbiosis” with artificial intelligence model start-up DeepSeek is helping Chinese tech champion Huawei Technologies catch up with Nvidia’s chip hardware and software ecosystem in a scenario that could mean Jensen Huang’s “nightmare is starting to come true”, according to a new report. DeepSeek’s latest software releases, on top of its increased experimentation with Huawei’s powerful…
A report by research firm SemiAnalysis suggests that Huawei and Chinese AI start-up DeepSeek are narrowing the gap in the AI chip ecosystem, potentially putting Nvidia's "nightmare" into reality. DeepSeek's latest software releases, combined with its experimentation with Huawei's Ascend 950PR chips, indicate that the technological divide between the US and China is narrowing.
The two firms are increasingly leveraging their strengths to accelerate domestic innovation. DeepSeek's latest software tools, including six modules that mirror those previously developed for Nvidia chips, were tailored to the Ascend chip ecosystem. An Ascend-compatible version of TileLang, a custom programming language, was also released.
SemiAnalysis predicts that by 2027 or 2028, DeepSeek will likely rely primarily on Huawei's technology stack due to pressure to build a fully domestic Chinese ecosystem. As Nvidia faces US export controls on advanced chips, Huang has expressed concerns about the impact on US competitiveness. Huang's fears seem to be materializing as the symbiosis between DeepSeek and Huawei progresses.
Written by urgent.news from SCMP Tech's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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