It was only in July that DeepSeek's CEO created seismic waves by boldly declaring that NVIDIA was digging its own grave in China. And now, merely weeks later, DeepSeek is apparently helping that prognostication come to fruition by placing a massive order for Huawei's Ascend 950DT AI chips, further dimming NVIDIA's prospects in a market that is increasingly becoming insular. DeepSeek has reportedly eschewed NVIDIA's China-specific H200 GPUs to place a gigantic ~$2.56 billion order for 160,000 units of Huawei's Ascend 950DT chips, which will populate its new 1GW data center in Mongolia Bloomberg is now reporting that DeepSeek has […]

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NVIDIA pulling out from China's AI market has boosted the share of domestic firms, with Huawei winning the biggest chunk. Huawei's China Market Share in AI to Reach 60% as NVIDIA CEO Confirms Zero Chip Share in China After US Policy Shift The US Government has moved to ban all leading-edge AI chip sales in China. NVIDIA, being the biggest name in the AI industry, has seen its share drop to zero after the policy shift, prompting an increased reliance on domestically produced chips in China. Currently, the situation has prompted China's AI chipmakers to double down on production and […]

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