DeepSeek
7 briefs
China's AI Chips Achieved Day Zero Parity with Nvidia. Jensen Huang Says His China Share Is Now Zero.
When DeepSeek V4 launched, Huawei, Cambricon and Moore Threads ran it the same day. That ended Nvidia's real advantage in China: timing.
DeepSeek Just Built a Frontier AI on Chinese Chips. That Was the Whole Point of the Export Ban.
V4 ran on Huawei Ascend hardware. Jensen Huang called this outcome 'horrible for our nation.' He is right, and US policy made it happen.
DeepSeek Bets on Huawei and China's Chip Independence Finally Gets a Proof of Concept
After years of Huawei's Ascend chips failing to attract top-tier customers, DeepSeek V4 just gave Beijing's domestic silicon strategy its first credible validation.
The Distillation War: China Is Copying US AI Models at Scale and Washington Doesn't Know What to Do About It
The White House accused China of industrial-scale AI theft through model distillation. The State Department sent a global cable. Congress is advancing the MATCH Act to choke off chip equipment. None of it addresses the core problem, which is that distillation is not crackable by export controls.
DeepSeek Builds the World's Best Open-Source AI on Chinese Chips. The US Just Made It Official.
Washington cleared Nvidia H200 exports to China four months ago. China blocked its own companies from buying them. DeepSeek then launched V4 on Huawei hardware and undercut every American model on price. The US chip strategy is now accelerating the thing it was designed to prevent.
The US Just Sent Every Embassy in the World a Warning About DeepSeek. The Timing Is the Message.
A State Department cable accusing Chinese AI labs of industrial-scale IP theft landed the same week DeepSeek launched V4. Coincidence is not the right frame.
DeepSeek Is Abandoning Nvidia. Jensen Huang Says That's Catastrophic. He's Right for the Wrong Reasons.
The real threat isn't that China gets better chips. It's that America loses the software lock-in that made export controls worth having.