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huawei deepseek alliance poses long term threat to nvidia dominance
A potential alliance between Huawei and AI firm DeepSeek poses a significant long-term threat to Nvidia's dominance in the AI chip market, according to Gregory Allen from CSIS. This collaboration aims to create a cost-effective chip ecosystem and reduce reliance on Western technology, particularly as Huawei improves its AI chip production and seeks to leverage DeepSeek's capabilities. As Nvidia faces challenges from U.S. export controls, the landscape of the AI industry may shift dramatically, with the Huawei-DeepSeek partnership potentially gaining critical momentum.