27 Feb 2026
More recent developments
February 27, 2026
DeepSeek gives Huawei preferential model access
What happened: On February 25, Reuters reported that DeepSeek is breaking industry norms by giving domestic suppliers like Huawei early access to its upcoming V4 model. According to anonymous sources, DeepSeek hasn't shared its model with Nvidia or AMD for… Read More »
February 27, 2026
Shenzhen doubles down on chip substitution
What happened: On February 12, Shenzhen rolled out an “AI Plus” action plan for advanced manufacturing, aimed at accelerating AI adoption in the sector. What caught our eye: The plan explicitly called for “domestic substitution” in auto chips: “[We should]… Read More »
February 26, 2026
Is DeepSeek training on banned chips?
On February 23, a source within the Trump administration told Reuters that DeepSeek's upcoming model was trained on Nvidia Blackwell chips. Under US export controls, the Blackwell series is banned from export to China. As expected: The Chinese embassy in… Read More »