Huawei

‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia DeepSeek is likely to rely ‘primarily’ on Huawei’s ‘already mature and well developed’ technology stack as domestic semiconductor industry gains steam at…

Huawei Ascend 950PR Deep dive & µbenchmarks, DSv4.1 Flash Analysis, DeepSeek support for Ascend, AICPU, Tilelang Ascend https://t.co/3j3AvY17wC

DeepSeek just gave away the engine it uses to run its own models. The Chinese lab open sourced DeepInfer, the inference framework behind DeepSeek V4.1 Flash, under the free Apache 2.0 license. It runs on $NVDA Blackwell chips and on…

DeepSeek teaching other Chinese AI labs how to do AI inference ultra-efficiently at scale—and on Huawei 950 AI chips. https://t.co/TYk6J5Rc8r

Model weights are free. Running them at scale cheaply is not, and that's the part DeepSeek open sourced for everyone this week. DeepInfer is the inference engine serving DeepSeek V4.1 Flash in production right now, and it's fully open,…

How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia https://t.co/14bK0k2Pse

🇨🇳Chinese AI startup @deepseek_ai is working with @Huawei to design custom AI chips for its models in a push to train advanced systems without relying on @Nvidia. Huawei engineers have been stationed at DeepSeek’s offices to incorporate…

Beijing’s latest export controls issued via MOFCOM announcements are yet another step in China's 7-year effort to build a full counter-toolkit to Washington’s weaponization of tech supply chains. What began with ZTE and Huawei is now a…

DeepSeek is planning to use Huawei Ascend 950DT chips for pre-training “as soon as the end of this year” and will receive “most of the supply of the Ascend 960DT” next year, according to The Information. https://t.co/sPfc1vV8gi

According to The Information, DeepSeek is working with Huawei to help shape the design of Huawei's future AI chips, in a direct push to challenge $NVDA. Last month DeepSeek released open source programming tools for Huawei's Ascend chips…

Ex-Huawei talent has helped seed a whole wave of Chinese physical AI startups. Of course, the causal effect runs the other way too: being ex-Huawei also gives you tons of cred for startup fundraising. https://t.co/BuLJf8QRmz

China’s frontier models already run on China’s own chips. “Remember, the GLM-5 paper is almost a year old at this point. They say: ‘From the first day, GLM-5 is full-stack adapted to Chinese GPU ecosystems. We have successfully completed…

Huawei Technologies has shipped more than 100 million devices powered by its Kirin processors since 2023, when it returned to the smartphone market with a new generation of premium handsets. The company says testing of its next-generation…

𝟏𝟖 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬. 𝐓𝐡𝐫𝐞𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬. 𝐎𝐧𝐞 𝐫𝐚𝐜𝐞 𝐭𝐨 𝐠𝐢𝐯𝐞 𝐀𝐈 𝐚 𝐛𝐨𝐝𝐲. @OpenAI, @amazon, @Apple, @AntGroup and @XiaomiTechnolo1 are building or pursuing their own humanoid bodies. @GoogleDeepMind,…

Huawei: Everyone wants the speed to be consistent within the cabinet, between cabinets, between data centers, and even across regions, so that a huge physical space can become a single computer Overall, we are closing the gap between…

Goldman Sachs: Nvidia B300 AIDC can generate a gross ROIC of 43% per 1GW, compared to 7% for the Huawei 910C. $NVDA

#ChinaAIMemoryWatch https://t.co/OHRrGtujVj

The multi-year patent agreement between Huawei and Qualcomm is more than just a commercial deal. It’s a powerful signal of pragmatism in an increasingly fragmented tech landscape. Spanning critical frontiers like 5G, AI, computing and…

HW K9050 Logic Folding thus far use conservative layout where compute unit sit on top/main die produced w/ N+3 process & memory/IO unit are on lower die produced w/ N+2 process. This allows heat to be spread out rather than gather in 1…

Some clarifications from Qualcomm on their tech licensing deal with Huawei. They emphasize that it’s a cross-licensing deal and that they weren’t a net payor to Huawei. They say the licensing deal did not involve Huawei’s LogicFold chip…

Huawei is backing near-packaged optics rather than co-packaged optics for next-generation AI infrastructure, arguing NPO balances cost, manufacturability, reliability and serviceability better. Per DigiTimes. CPO now faces a rival roadmap,…

China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between 2026 and 2030. The chart shows demand…

Well... https://t.co/k0cKvBIYp8

Automotive history teaches the exact same lesson. Vehicle assemblers capture consumer headlines, but tier one and tier two component suppliers command the engineering moats. Strain wave gearing, roller screws, and precision actuators will…

Even if Trump offered more powerful AI chips to China, I don’t think Beijing would take them. Beijing wants to solve the ”有无” problem once and for all: don’t be dependent on foreign sources that can suddenly be turned on or off.…

Huawei chairman on why China needs semiconductor sovereignty: “China cannot remain dependent on others—being told one day that a chip can be sold to you, and the next day that it cannot. Even if the technology is somewhat less capable or…

AgiBot is among the top 3 Chinese robotics firms alongside Unitree & Ubtech They have 44% of humanoid robot market share as of H1 26 with 8.4k shipped units Founder Peng Zhihui is an ex-Huawei gigabrain engineer and a KOL with 2.5m…

Huawei well knows how to adjust supply chains at the cutting edge...lots of experience... https://t.co/oOdv999BdQ

The Ascend 960DT is Huawei’s first publicly known accelerator with High Bandwidth Memory (HBM). 288 GB are distributed across eight memory stacks, providing a total transfer rate of 9.6 TB/s. It remains unclear where the memory originates…

China to see major shift to Huawei for AI model training in 2027: rotating chair “I believe that starting from next year, a lot of the AI model training will be based on the SuperPoD or SuperCluster based on Ascend 950DT."…

‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 …ByteDance matches Meta’s revenue at a third the value. Huawei ramps AI chips. Manus raises more. $META $NVDA Full writeup and source links:…

‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 AI Ramblings Daily podcast #165 on AI-RTZ $META $NVDA YouTube link with source notes: https://t.co/hr4XMjierP

Big... At HUAWEI CONNECT 2026, Huawei Rotating Chairman David Wang highlighted the Atlas 960E SuperPoD, the industry's first NPO-based SuperPoD, an agentic SuperCluster that can support up to one million NPUs, and progress on NPO…

Huawei vs Nvidia https://t.co/LTWp72U4Ad

Huawei unveils new optical tech standard in challenge to Nvidia, Broadcom Company urges industry to create ecosystem for its near-package optics approach https://t.co/Ku0sN8ifAr

Huawei “is not the company Washington confronted in 2019. It now spans AI computing, automotive systems and energy technology.” Huawei’s EV business grew nearly 10x in two years. Most of its revenue growth came from overseas. Interesting…

Huawei reportedly raised indicated pricing on the Ascend 950DT by 20-50%, with HBM cost cited as the driver (per Moomoo, unconfirmed). Memory is now repricing accelerators inside China too. Memory cost, not logic scarcity, sets the card…

The @FCC is writing communications-supply-chain rules that are very likely to shape how robots are built, tested, sold, serviced, and financed in the United States. Today, @RoboStrategy filed comments explaining why those effects deserve…

Huawei drives China’s push to make advanced chips Tech giant plays ‘project management’ role to build components needed for DUV machines and avoid export controls Yup, wrote about this in February, see comments. https://t.co/8tvUEzc3U9 via…

US sanctions nearly crippled Huawei in 2019 and 2020. Now Huawei is helping to lead China’s efforts to build a self-reliant semiconductor industry, including 12 Chinese-made DUV lithography machines by the end of this year.…

Malaysia is leaning toward relying on Huawei's artificial intelligence chips to power its sovereign AI efforts @pstAsiatech Of course they are, no one wants to choose sides... https://t.co/IhQfQiFDol

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market https://t.co/bvGQOWSJhE via…

This is your friendly reminder to buy more Nvidia because China’s best AI chips are still struggling to match Nvidia’s technology from several years ago (Save this). The chart compares computing performance and interconnect bandwidth…

Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows https://t.co/IVFVVvQ7xg

DeepSeek has reportedly ordered 160,000 Huawei Ascend 950DT chips rather than Nvidia H20s, with Nvidia said to be writing China off, per Wccftech. Unconfirmed. If the order is real, China's compute question shifts from export policy to…

Huawei is capacity constrained on its latest Ascend 950DT AI chips for now. But DeepSeek and other top Chinese AI labs are preparing for domestic AI chip production to ramp up significantly before too long. https://t.co/OQh6AvaoFg

DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive data center it’s building in Inner Mongolia https://t.co/7Bg3eW9m3n

Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and components. Drone tariffs take effect in…

Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to…