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Alibaba and others look to Huawei as chip demand shifts [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
AI chips after DeepSeek's latest model launch, and it says a lot about where things are heading. According to Reuters, companies like Alibaba, ByteDance, and Tencent have already started reaching out to Huawei to secure supply. The trigger here is DeepSeek's V4 models, which are designed to run on Huawei's Ascend 950 chips and are being positioned as strong performers for coding, reasoning, and agent-style tasks. Huawei has also lined up its infrastructure to support these models, which makes the whole ecosystem a lot more usable out of the box. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Zoom out a bit, and the shift becomes clearer. With ongoing restrictions making it harder to access chips from Nvidia ( NASDAQ:NVDA ) and AMD ( NASDAQ:AMD ), Chinese companies don't have many options but to lean into domestic supply. Huawei is planning to ship about 750K units of its 950PR chips this year, bu
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