China Isn’t Just Copying Nvidia’s Chips. It’s Rebuilding the Moat.
On September 30, DeepSeek released code for Huawei’s Ascend AI chips. One library handles the calculations models repeat millions of times. Another helps chips pass work to each other. DeepSeek and Huawei have also worked on a machine built around 128 Ascend 950 processors. The partnership puts a major model builder to work on the…