DeepSeek Reportedly Adapting to Huawei Chips, Reducing CUDA Dependence with Proprietary Compilers
xiaosun86 · x · 2026-07-24
Reports indicate DeepSeek is working closely with Huawei to secure around 16,000 AI chips. By using its own compiler and TileLang environment, DeepSeek has significantly reduced its software dependence on NVIDIA’s CUDA ecosystem. If ported to Huawei chips, this could resolve Chinese hardware ecosystem bottlenecks within a year. Separately, AMD plans to use Claude Code to accelerate its ROCm ecosystem.
More from Infra
- Cloud capacity crisis is now an AI architecture problem, argues new newsletter — DavidLinthicum · 2026-10-26
- SpaceX files $40B GPU financing commitment with Apollo, already at 1.7GW — XFreeze · 2026-10-26
- Meta plans to raise up to $95B to fund massive AI expansion — Polymarket · 2026-10-26
- Nebius CEO: Debt Markets Closed for Neoclouds Last Week, Leaning on Customer Advances — zephyr_z9 · 2026-10-26
- CoreWeave 5-year CDS spikes to ~1,100bps as market fears AI bubble starts as credit event — kimmonismus · 2026-10-26
- AI demand reshapes cloud computing: scarce capacity and long-term deals replace on-demand — DavidLinthicum · 2026-10-26