macro

DeepSeek and Huawei team up on new AI chip designs to rival Nvidia

According to The Information, DeepSeek and Huawei are jointly developing new AI chip designs, and Huawei plans to prioritize DeepSeek for its 960DT chip supply.

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what happened

According to The Information, DeepSeek and Huawei are working together on new chip designs for artificial intelligence. The goal of the project is to compete with products from Nvidia.

The publication also reported that Huawei intends to give DeepSeek priority in supplying its next-generation 960DT chip, which is designed for training AI models.

why it matters

For investors, the story signals that Chinese AI developers are seeking to reduce their reliance on Nvidia. Over time this could intensify competition in the AI accelerator segment.

market impact

Nvidia: rising Chinese alternatives may pressure the company's share of the AI chip market

tags

instruments

NVDANvidiaHuaweiDeepSeek

sources

  1. Deepseek And Huawei Are Collaborating On New AI Chip Designs To Challenge Nvidia — The Information, 19 October 2026 at 16:05 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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