Nvidia CEO Jensen Huang Warns Huawei Chips for DeepSeek AI Models Would Be 'Horrible' for US Nvidia’s chief executive, Jensen Huang, has expressed concerns that if Chinese artificial intelligence startup DeepSeek optimizes its new AI models using Huawei Technologies’ chips, it could pose a significant threat to U.S. technological dominance. Huang made the remarks during a recent podcast interview, highlighting the potential for China to surpass the United States in AI development if the country leverages its domestic infrastructure and resources. The warning came ahead of the anticipated launch of DeepSeek’s V4 foundation model, which is expected to be unveiled later this month. Reports suggest that the V4 model may run on Huawei’s latest Ascend 950PR processor, a development that has raised eyebrows in the U.S. tech sector. Meanwhile, earlier reports from Reuters indicated that the V4 model might have been trained on Nvidia’s Blackwell chips, a scenario that would violate U.S. export control regulations. DeepSeek’s V3 model, launched in late 2024, was initially trained on 2,048 Nvidia H800 graphics processing units (GPUs), which are based on the older Hopper technology. However, the V3 model was banned from sale in China in 2023 due to export restrictions. These restrictions eased under the Trump administration, prompting Nvidia to restart production of the more advanced H200 chip for the Chinese market. Huang mentioned this development during a March interview, emphasizing the company’s efforts to navigate regulatory challenges. Huang’s comments on the Dwarkesh Podcast underscored his belief that even if China’s semiconductor industry lags behind the U.S., the country could still achieve AI leadership. He attributed this potential to China’s abundant energy supply and its large pool of AI researchers.#jensen_huang #deepseek #huawei_technologies #ascend_950pr #blackwell_chips
