H Uawei

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

DeepSeek released DeepInfer, the inference framework behind its large-scale model services, as open source. The framework supports Nvidia GPUs and Huawei Ascend processors and includes capabilities like distributed inference and speculative decoding.

Infrastructure • TechNode

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.