Chinese tech stocks trail US AI peers even as Huawei and DeepSeek gain ground
What's happening
DeepSeek has partnered with Huawei to develop and open-source software tools for Huawei AI chips (including training on the Ascend 950), with the stated aim of reducing or supplanting reliance on Nvidia. Multiple outlets report DeepSeek unveiled core tools and opened them publicly to help Huawei chips compete with or replace Nvidia in AI workloads. The move is described as targeting a key source of Nvidia's AI dominance and positioning Huawei hardware as an alternative.
Why it's trending
Because DeepSeek and Huawei just released open-source chip programming tools and training work targeting Nvidia's advantage, making the shift concrete and newsworthy now.
Signal2.8× its usual volume, confirmed across 2 independent source types.
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Think Nvidia is untouchable? DeepSeek plus Huawei just proved otherwise by open-sourcing tools for Ascend 950 training and chip programming, and markets should stop treating Nvidia as unassailable.
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Original sources10
- DeepSeek Open-Sources Software Tools for Huawei AI ChipsThe InformationSep 30
- DeepSeek and Huawei are partnering to build open-source AI chip software to cut Nvidia relianceqz.comSep 30
- DeepSeek now trained on Ascend 950
26 months ago Liang Wenfeng said: "Someone must step onto the frontier." Now they are training their models on Ascend 950
r/LocalLLaMASep 30
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