Sacks claims DeepSeek trains solely on Huawei chips; observers push back on the 6-month gap narrative
ShakeelHashim · x · 2026-11-14
- David Sacks argued that ousting Jensen Huang for wanting to sell chips to China would be "the stupidest hill to die on": China is indigenizing chip production, willing to endure short-term pain to prop up Huawei, and "the latest DeepSeek model is being trained exclusively on Huawei chips."
- GerritD pushed back: the evidence doesn't support that. China will eventually build its own chip stack, but without Nvidia chips (and distillation), Chinese AI companies would be far more than the current 6 months behind the frontier.
The crux is the unverified claim that DeepSeek now trains purely on Huawei silicon, and the real size of the China-vs-frontier gap.
More from Companies & People
- Jensen Huang calls TSMC chief directly over GPU batch delays, sparking org debate — IgorCarron · 2026-11-14
- NVIDIA and TSMC reportedly never signed a formal contract in nearly 30 years of partnership — IgorCarron · 2026-11-14
- SemiAnalysis warns VCs may lure away NVIDIA execs with billions as AI chip gold rush heats up — elonmusk · 2026-11-14
- François Fleuret quips: does firing a CEO of Jensen Huang's caliber usually happen this fast? — francoisfleuret · 2026-11-14
- Build in public without treating every post as a test of your worth — brandon_galang · 2026-11-14
- Devs say frontier labs can't win without big tech ecosystems — Google case in point — haider1 · 2026-11-14