DeepSeek Partners with Huawei in Strategic Move Against Nvidia
Yahoo Finance ·
Chinese AI pioneer DeepSeek is collaborating with Huawei Technologies to develop custom AI processors, aiming to train advanced systems independently of Nvidia hardware. According to sources, Huawei engineering teams are currently working on-site at DeepSeek to integrate model performance feedback into hardware architecture. DeepSeek intends to deploy Huawei's Ascend 950DT chips for training purposes by late 2026, followed by priority access to the upcoming Ascend 960DT processors projected for the first quarter of 2027. Despite technical obstacles—such as Nvidia's B300 outperforming Huawei's Ascend 950 by roughly seven times in raw arithmetic—the partnership aligns with Beijing's objective of achieving technological self-sufficiency. Furthermore, DeepSeek is utilizing the open-source language TileLang to bypass Nvidia's CUDA software ecosystem. While DeepSeek maintains its interest in acquiring Nvidia processors, a successful transition to domestic hardware could establish a precedent for China's broader tech sector.
AI 시장 분석
China's AI startup DeepSeek has partnered with Huawei to jointly design dedicated AI chips aimed at reducing reliance on NVIDIA. Utilizing Huawei's Ascend 950DT and 960DT chips, efforts to bypass U.S. sanctions and build an independent ecosystem are now underway. This is expected to reshape global semiconductor supply chains and pose a potential threat to NVIDIA's monopoly. Investors should closely monitor the U.S.-China tech hegemony competition and the pace of localization within China.
상승 영향
- Semiconductors — An independent domestic AI semiconductor ecosystem is growing in China through the expansion of Huawei's Ascend chips and cooperation with DeepSeek, benefiting related companies.
하락 영향
- Semiconductors — NVIDIA may face pressure from declining market share in China, along with a blow to its long-term growth momentum due to the emergence of a strong substitute like Huawei.
DYAX 전담 분석
The collaboration between DeepSeek and Huawei is a key factor that will accelerate AI chip self-sufficiency in China and potentially impact NVIDIA's market share in the country. In particular, the introduction of the Ascend 950DT by the end of 2026 and the deployment of the Ascend 960DT in 2027 serve as practical alternatives to bypass U.S. export controls, directly translating into revenue growth for Huawei and related Chinese supply chains.
The bullish scenario is that the stability of Huawei's chips is proven, forming a large-scale anti-NVIDIA trend within China, while the bearish scenario is that practical effectiveness falls short due to performance limitations—seven times lower than NVIDIA's B300—and manufacturing yield issues. Key monitoring indicators are the success of DeepSeek's training models and Huawei's capacity for mass production of next-generation chips.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 65% · Bearish (Short) 35%
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