DeepSeek Partners with Huawei on AI Chip Tools to Challenge Nvidia

Key Facts

DeepSeek announced a partnership with Huawei to develop specialized chip programming tools aimed at reducing reliance on Nvidia's ecosystem. Investing.com reported that the collaboration seeks to build a software stack that allows AI models to run efficiently on Huawei hardware, specifically targeting the software moat held by Nvidia's CUDA platform.

This development comes as the semiconductor sector faces intensifying competition, with NVDA shares closing at $227.21 on September 29, 2026. On the same date, peer instruments showed varied performance, as AMD closed at $607.57, while TSM reached $456.94 and INTC stood at $115.93.