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DeepSeek withholds latest AI model from US chipmakers including Nvidia: Reuters

DeepSeek’s decision reflects rising U.S.-China export tensions and aims to strengthen Chinese chipmakers by granting Huawei early access to its flagship AI model V4.

  • On Feb 25, Reuters reported DeepSeek granted early access to Huawei Technologies for its V4 model while excluding Nvidia and Advanced Micro Devices.
  • Breaking with convention, AI developers normally share pre-release models with Nvidia and Advanced Micro Devices to optimize performance, but DeepSeek excluded them for its V4 rollout around the Lunar New Year, while planning to unveil new models this month.
  • A senior U.S. administration official told Reuters the model was trained on Nvidia's Blackwell using a mainland China cluster, and DeepSeek may try to remove indicators and claim Huawei hardware powered training.
  • DeepSeek's public adoption shows its models have more than 75 million downloads on Hugging Face, intensifying debate in Washington over U.S. chip exports despite $390 million sales of AMD's MI308 last year.
  • Market watchers add that analysts say the exclusion's effect on Nvidia and AMD will be limited because AI coding tools reduce optimization time from months to weeks.
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DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say

DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers its upcoming flagship model for performance optimization, two sources familiar with the matter said, breaking from standard industry practice ahead of a major model update.

·United Kingdom
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Reuters broke the news in United Kingdom on Wednesday, February 25, 2026.
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