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nytimes.com2026-05-12

Chinese A.I. Firms Push Beyond Nvidia as DeepSeek Turns to Huawei - The New York Times

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DeepSeek, a Chinese artificial intelligence company, has announced that its latest model has been optimized to run on chips produced by Huawei, marking a break from American technology. The announcement comes ahead of a planned summit between U.S.

According to a report by The New York Times, DeepSeek said for the first time that its new model had been optimized for Huawei's chips. This represents a strategic move away from dependence on Nvidia, the dominant U.S. supplier of AI chips, amid ongoing export restrictions imposed by the U.S. government.

The development is part of a broader trend among Chinese AI firms to seek domestic alternatives to U.S. semiconductors. The timing of the announcement, just before the Trump-Xi summit, highlights the geopolitical significance of technology supply chains in U.S.-China relations. Analysts view this as a signal that Chinese companies are preparing for a long-term decoupling from American technology.

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