Exclusive: Big Chinese Tech Firms Scramble to Secure Huawei AI Chips After DeepSeek V4 Launch, Sources Say
Chinese internet firms are racing to order Huawei’s Ascend 950 chips as DeepSeek V4 boosts demand and cloud providers rush to deploy the model.
- Major Chinese internet firms ByteDance, Tencent, and Alibaba are seeking new orders for Huawei Ascend 950 chips following the recent launch of DeepSeek V4-Pro, which runs on the Shenzhen-based company's hardware.
- DeepSeek V4-Pro release last week turbocharged demand for Chinese AI hardware as American export controls continue restricting access to Nvidia's advanced H200 and H20 processors.
- Huawei Ascend 950 chips support compressed numerical format calculations, allowing more computations per second; the chip outperforms Nvidia's H20 but trails the American H200 processor caught in regulatory limbo.
- Alibaba Cloud and Tencent Cloud rapidly deployed DeepSeek V4-Pro on their platforms upon release, sharply increasing AI query volumes while developers access a 75 per cent discount.
- Huawei expects to ship around 750,000 units of Ascend SuperNode this year, though production constraints will persist as American export restrictions limit access to cutting-edge manufacturing equipment.
15 Articles
15 Articles
Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch
Amidst the growing competition in artificial intelligence, Chinese tech behemoths are racing to secure Huawei's Ascend 950 AI chips. The urgency follows the debut of DeepSeek's V4 AI model, designed to optimize Huawei's cutting-edge hardware. Giants like ByteDance, Tencent, and Alibaba are urgently sourcing new chip supplies, signaling a significant movement away from American semiconductor reliance.
EXCLUSIVE-Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch, sources say
The rapid deployment by major cloud platforms means millions of users and developers can now access V4, sharply increasing the volume of AI queries that need to be processed - and with it, demand for the underlying chips. SUPPLY CONSTRAINTS PERSIST DeepSeek, which is offering developers a 75% discount on its new model until May 5, said V4-Pro pricing could decline significantly in the second half of 2026 once Huawei's Ascend 950 supernodes "sh…
Chinese Tech Firms Rush for Huawei AI Chips After DeepSeek V4 Launch
Demand for Huawei’s Ascend 950 artificial intelligence chips has surged following the release of DeepSeek’s V4 AI model, which runs on the Shenzhen-based tech firm’s semiconductors. Major Chinese internet companies are actively seeking to secure new orders for these chips.
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