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DeepSeek’s Next AI Model to Run on Huawei Chips as Alibaba, ByteDance and Tencent Place Large Orders

The reported shift signals a push for a fully domestic AI stack in China.

The DeepSeek logo is seen in this illustration taken on January 29, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

Overview

  • The Information reported that DeepSeek plans to launch its V4 model on Huawei’s latest chips, with Alibaba, ByteDance and Tencent ordering hundreds of thousands of units.
  • Neither Huawei nor DeepSeek has confirmed the details, and the outlet attributed the orders to five people with direct knowledge.
  • Huawei’s Ascend chips are designed to power large language models that need high compute for training and fast responses for inference.
  • DeepSeek has worked with Huawei and Cambricon to rewrite parts of the model’s code for Chinese chips, with two V4 variants in testing and a launch expected in the coming weeks, according to the report.
  • Alibaba and Tencent are preparing to deploy the model across cloud and consumer services, which could cut reliance on foreign hardware and reshape chip demand in China.