DeepSeek and Huawei take aim at Nvidia’s software moat

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On September 30, 2026, Chinese AI startup DeepSeek and Huawei Technologies unveiled a suite of open-source programming tools built specifically for Huawei’s Ascend AI chips. The centerpiece is TileLang, a high-level programming language pitched as a simpler alternative to Nvidia’s CUDA framework. DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips in a new data center in Inner Mongolia, with partial operations expected by late 2027 or early 2028. Nvidia CEO Jensen Huang has voiced strong concerns about what the DeepSeek and Huawei partnership means for US interests. The goal is to lower switching costs for Chinese developers to undermine Nvidia’s dominance in the Chinese market.

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Telemac
Telemachttp://cryptoinfo.ch
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