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‘Jensen’s Nightmare’: Huawei, DeepSeek Narrow AI Chip Ecosystem Gap with Nvidia

Deepening “symbiosis” with artificial intelligence model start-up DeepSeek is helping Chinese tech champion Huawei Technologies catch up with Nvidia’s chip hardware and software ecosystem in a scenario that could mean Jensen Huang’s “nightmare is starting to come true”, according to a new report. DeepSeek’s latest software releases, on top of its increased experimentation with Huawei’s powerful Ascend 950PR chips, reveal that the technological g…

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Huawei provides chips and infrastructure; DeepSeek, models, and optimization work. An analysis by SemiAnalysis describes how this collaboration seeks to make Ascend more useful for AI, although it warns that performance differences and compatibility problems persist.

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China continues its path towards the end of NVIDIA's GPU dependency, and this could include an alliance between Huawei and Deepseek.

Huawei and DeepSeek will optimize Ascend chips and associated software for AI model training, targeting the bandwidth of memory, communication between processors and an open-source ecosystem.

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mobilissimo.ro broke the news on Tuesday, October 20, 2026.
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