DeepSeek V4 to Run Entirely on Huawei Chips in Major Win for China's AI Independence

DeepSeek V4, an AI model expected to launch in coming weeks, will run exclusively on Huawei chips rather than foreign hardware like Nvidia's processors. China's biggest tech companies have already ordered hundreds of thousands of Huawei chip units to support the deployment. The move represents a significant milestone in China's push for AI independence and technological self-sufficiency, demonstrating the country's ability to develop advanced AI systems using domestic semiconductor technology. Nvidia was shut out of early testing for the platform, marking a notable exclusion from what could be a major AI deployment in the world's largest tech market.

DeepSeek V4's Exclusive Use of Huawei Chips

• ▪DeepSeek V4 will run exclusively on Huawei chips.
• ▪DeepSeek V4 is expected to launch in the coming weeks.
• ▪China's biggest tech companies have ordered hundreds of thousands of Huawei chip units for DeepSeek V4.

China's AI Independence Strategy

• ▪DeepSeek V4 running entirely on Huawei chips represents a major win for China's AI independence push.

Nvidia's Exclusion from Chinese AI Development

• ▪Nvidia was shut out of early testing for DeepSeek V4.

Perspective of China

• ▪The hundreds of thousands of Huawei chip orders from major Chinese tech companies signal domestic industry alignment with China's technological self-sufficiency goals.
• ▪DeepSeek V4's exclusive use of Huawei chips demonstrates China's ability to develop advanced AI systems without relying on American semiconductor technology.

Perspective of Nvidia

• ▪Nvidia's exclusion from DeepSeek V4 early testing reflects the company's diminishing access to China's AI infrastructure market.
• ▪The shift to Huawei chips for DeepSeek V4 represents a competitive threat to Nvidia's dominance in AI hardware.

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