Chinese

DeepSeek and Huawei are reportedly collaborating on future AI chip designs, with DeepSeek planning to start using Huawei's Ascend 950DT for pre-training as soon as the end of 2026, according to sources cited by The Information. This partnership could pose a growing challenge to Nvidia in the Chinese market.

Industry • Techmeme

Infinigence AI • Series C

Chinese AI infrastructure provider Infinigence AI has completed a RMB 2.3 billion Series C funding round. The round brings the company's cumulative financing to RMB 4.3 billion.

NVDA

Nvidia's share of China's data-center AI accelerator market fell to 34% in the first half of 2026, while Huawei reached 28%, according to an IDC report seen by Reuters. US export restrictions constrained Nvidia's supplies as Chinese chipmakers expanded shipments.