Chinese tech stocks trail US AI peers even as Huawei and DeepSeek gain ground
What's happening
Chinese AI infrastructure is accelerating: Huawei Cloud is rolling out enterprise AI products and building what it calls an open agentic cloud, while Huawei and Alibaba report progress on AI chips, clusters, and models. Parallel to that, DeepSeek has unveiled and open-sourced core software tools to program Huawei AI chips, aiming to reduce reliance on Nvidia. Multiple outlets describe a partnership between DeepSeek and Huawei to develop chip programming tools and open-source software that could help Huawei AI chips supplant Nvidia in certain workloads.
Why it's trending
Because DeepSeek's open-source tool release and its partnership with Huawei directly challenge Nvidia's software dominance at a moment when Huawei and Alibaba are touting hardware and model progress.
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Nvidia isn't invincible: DeepSeek just handed Huawei the software keys other chipmakers hoped they'd never get.
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Original sources11
- DeepSeek Open-Sources Software Tools for Huawei AI ChipsThe InformationSep 30
- Huawei and Alibaba Tout Progress in AI Chips, Clusters, and ModelsHPCwireSep 30
- DeepSeek and Huawei are partnering to build open-source AI chip software to cut Nvidia relianceqz.comSep 30
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