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DeepSeek and Huawei Target a Key Source of Nvidia’s A.I. Dominance

New York Times — Tech · · International · AI Governance

DeepSeek and Huawei are collaborating to build software tools designed to work with advanced chips, part of China's broader effort to reduce dependence on Nvidia in the AI hardware market.

Why this matters: Nvidia's dominance in AI is not just about chips. It is about the software layer that makes those chips easy to use. That is what DeepSeek and Huawei are trying to crack. If they succeed, U.S. export controls lose a big part of their leverage. The companies and governments betting on chip restrictions as a brake on Chinese AI development should watch this closely. Hardware bans matter a lot less if the software gap closes.

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