Huawei
9 briefs
The Chip Lab on National Television
Beijing showed Huawei's secret semiconductor research lab on prime-time TV three days before Trump lands. This was a message, not a documentary.
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.
Nvidia Has Zero Percent of China's AI Market. Its CEO Says That Was Always the Point.
Jensen Huang admits export controls handed China's AI chip market to Huawei. He is arguing this proves the policy should be reversed. He has a conflict of interest the size of a data center.
Nvidia Lost China. China Didn't Notice.
Jensen Huang says US export controls cut Nvidia's China AI market share to zero. China replaced Nvidia with Huawei. The policy worked exactly as its critics warned.
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.
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 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.
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.