DeepSeek on Huawei chips could help China – powered by ‘abundant’ energy and large pool of researchers – catch up with US in AI: Nvidia CEO

If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday.

The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.

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