Huawei

3 briefs

power 2026-04-26

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.

power 2026-04-22

The MATCH Act Would Let the US Cut Off Allies Who Don't Follow Its Chip Rules

Congress wants to force allies to comply with US semiconductor export controls or face secondary sanctions on any product using American technology. China says it has already adapted.

power 2026-04-19

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.