The Chinese tech champion Huawei has emerged as the primary competitor of Nvidia in China for inference chips. The Financial Times has previously reported that it collaborated with AI companies, including Deepseek, to adjust models that have been trained on Nvidia GPUs to conclude about his ascend chips.
“Huawei gets better. They have an opening because the government tells the major technology companies that they need their chips and use them for conclusion, ”said a semiconductor investor in Beijing.
The announcement that caused Monday's stock market core about Nvidia when the American relocations claimed his leadership in AI about China, and when the largest American technology companies are preparing to report their last income. US President Donald Trump said Deepseek “should be a wake-up call for our industries that we should be to be laser aimed at competition to win.”
In December Deepseek released the V3 model, which claimed it was comparable to that of OpenAi and Google, but trained it with a fraction of the budget with $ 5.6 million. The Chinese company said it only used 2,048 NVIDIA chips that could have been obtained without violating American export controls that have arranged China's access to the latest products of American chip makers.
Subsequently, it unveiled its latest R1 model last week, a “reasoning model” that is comparable to OpenAi's O1.
Further growing investors, the engineers of Deepseek were able to unlock larger performance by writing code without trusting the CUDA software platform of NVIDIA, which is generally considered crucial for the dominance of the Silicon Valley chip maker of AI development.
“Deepseek has leveled the playing field,” said Stephen Yiu, Chief Investment Officer of Blue Whaleth, the investment fund supported by billionaire Peter Hargreaves, who last month reduced his exposure to the beautiful seven group of major American technology companies about concern about their concern about their Concern about their concern about their concern about their concerns about their concern about their concern about their concern about their concern about their concern about their concern about their concern about their enormous spending on AI.
