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DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

What happened

DeepSeek CEO Liang Wenfeng plans to utilize Huawei chips for model training starting Q4 2026, as Nvidia's China sales decline. This strategic shift signals a potential diversification in AI infrastructure procurement within China.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

Ascend AI ChipsAI Training Chips

Huawei NvidiaDeepSeek

ChinaAIHuaweiNvidiaTraining

Source and time

Source: DigiTimes Asia · 9/21/2026 · View original source

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DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

What happened

Impact and signal

Affected components and suppliers

Source and time

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