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Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Apr 3, 2026
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Read full article about: Deepseek v4 will reportedly run entirely on Huawei chips in a major win for China's AI independence push

Deepseek v4 is expected to launch in the coming weeks, and it will run entirely on Huawei chips. According to The Information, the model represents a major milestone in China's effort to break free from foreign chip dependency. Deepseek reportedly spent months working with Huawei and chip designer Cambricon to port the model to Chinese-made chips. Notably, Nvidia didn't get early access to v4—only Chinese chip companies did.

The bet on domestic hardware might already be paying off. Chinese tech companies including Alibaba, Bytedance, and Tencent have ordered hundreds of thousands of units of Huawei's new Ascend 950PR to run Deepseek v4 through their cloud services and integrate it into their own AI applications, according to five people familiar with the matter. The surge in demand pushed chip prices up by 20 percent.

Huawei says the Ascend 950PR delivers roughly 2.8 times the computing power of Nvidia's H20, though it still falls short of the H200. Huawei also continues to face production bottlenecks caused by US export controls.

Comment Source: The Information
Maximilian Schreiner
Maximilian Schreiner View the LinkedIn Profile of Maximilian Schreiner
Apr 2, 2026
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Read full article about: Chinese chipmakers now control 41 percent of China's AI accelerator market

Chinese chipmakers captured nearly 41 percent of China's AI accelerator server market in 2025, according to an IDC report seen by Reuters. IDC is a global market research firm specializing in the technology industry.

Nvidia remains the market leader with roughly 2.2 million cards shipped and a 55 percent market share, but the company is losing ground fast. In total, about 4 million AI accelerator cards were shipped in China, according to the report.

Chinese vendors shipped a combined 1.65 million cards. Huawei leads the domestic pack with about 812,000 chips, followed by Alibaba's chip unit T-Head at 265,000 cards. Baidu Kunlunxin and Cambricon are tied at 116,000 units each. AMD held just 4 percent of the market.

The shift is driven by tightened US export controls and Beijing's push for companies to rely more heavily on domestic chips.

Comment Source: Reuters
Matthias Bastian
Matthias Bastian View the LinkedIn Profile of Matthias Bastian
Mar 21, 2026
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Read full article about: Nvidia CEO Jensen Huang says he'd be "deeply alarmed" if a $500K developer spent less than $250K on AI tokens

Nvidia CEO Jensen Huang believes that if a developer earns $500,000 a year, their token budget should be at least half that amount. On the All-In podcast at Nvidia's GTC conference, Huang laid out a "thought experiment:" If a developer or AI researcher earned $500,000 a year and only used $5,000 in tokens by year's end, he would "go ape something else." If their token budget wasn't at least $250,000, he'd be "deeply alarmed."

To Huang, it's no different "than one of our chip designers who says, guess what, I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools." The statement has at least as much meme potential as Huang's legendary "The more you buy, the more you save" line from GTC 2018.

On the AI industry's revenue potential, Huang says Anthropic CEO Dario Amodei is "very conservative" with his forecast of hundreds of billions in AI usage revenue by 2027/28 and a trillion dollars by 2030. His reasoning: every enterprise software company will eventually act as a "value-added reseller" of tokens from Anthropic or OpenAI, dramatically expanding the market.

Comment Source: All-In Podcast
Maximilian Schreiner
Maximilian Schreiner View the LinkedIn Profile of Maximilian Schreiner
Mar 18, 2026
AI and society
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Beijing approves Nvidia's H200 chip sales as the company builds a China-ready version of its Groq inference chip

Nvidia has received long-awaited approval from Beijing to sell its second-most-powerful AI chip, the H200, to Chinese customers, Reuters reports. The company had halted production of the chip last year due to regulatory hurdles on both sides of the Pacific.

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Maximilian Schreiner
Maximilian Schreiner View the LinkedIn Profile of Maximilian Schreiner
Mar 17, 2026
AI in practice
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GTC 2026: With Groq 3 LPX, Nvidia adds dedicated inference hardware to its platform for the first time

At GTC 2026, Nvidia expanded the Vera Rubin platform it introduced at CES with custom CPU racks, dedicated inference chips, a new storage architecture, an inference operating system, open model alliances, and agent security software.

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