Trends
DeepSeek launches V4 model with Huawei chips
DeepSeek launches V4 preview model using Huawei chips, shifting from Nvidia reliance in training architecture.
Headline
DeepSeek launches V4 preview model using Huawei chips, shifting from Nvidia reliance in training architecture.
Context
•V4 processes over one million tokens in long-context workloads but excludes image and video capabilities •Huawei chips used in training, tightening China's domestic AI compute ecosystem
Evidence
Pending intelligence enrichment.
Analysis
DeepSeek released a preview of its V4 model on Friday, confirming Huawei chips were used in parts of the training process. The Pro version ranks behind Google's Gemini-Pro-3.1 on world-knowledge benchmarks. V4 targets AI agent workloads with support for over one million tokens of context, but does not include multimodal image or video processing. Huawei's involvement in V4 training signals closer alignment between China's top AI developers and domestic semiconductor infrastructure, reducing reliance on Nvidia. The combination of strong benchmark performance and lower compute requirements also intensifies competition in efficient model design — particularly for open-source alternatives challenging proprietary frontier systems. Whether Huawei-based training becomes the standard for Chinese AI developers, and whether V4's benchmark rankings hold under independent enterprise testing. Also read: Huawei commits $10bn over five years to smart-driving compute
Key Points
Pending intelligence enrichment.
Actions
Pending intelligence enrichment.
