Chinese labs move frontier training onto domestic chips

Organizations

Updates

1. May 22New

   Chinese media report DeepSeek gave Huawei's Ascend 950PR early access to V4 ahead of NVIDIA to migrate from CUDA to CANN, with Alibaba, ByteDance, and Tencent reportedly ordering hundreds of thousands of chips contingent on the result.

   DeepSeek V4 reportedly moves to Huawei Ascend

Predictions

1. Nov 2026

   If DeepSeek V4 ships with confirmed training parity on Huawei chips, Chinese frontier compute procurement shifts measurably from export-controlled NVIDIA GPUs toward domestic silicon. May 22