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DeepSeek Denies Nvidia, AMD Access Amid U.S. Tensions

2/27/2026

30 4 Full Breakdown

Summary

Story summary

DeepSeek, a Chinese AI lab, will not provide its upcoming V4 model to Nvidia and AMD for performance optimization.
Instead, DeepSeek has granted early access to domestic suppliers such as Huawei Technologies Co., Ltd.
The shift may reflect a broader Chinese government strategy to reduce reliance on U.S. technology.
Reports suggest DeepSeek's model was trained on Nvidia's Blackwell chips, potentially violating U.S. export controls.

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Story summary

DeepSeek, a Chinese AI lab, will not provide its upcoming V4 model to Nvidia and AMD for performance optimization.
Instead, DeepSeek has granted early access to domestic suppliers such as Huawei Technologies Co., Ltd.
The shift may reflect a broader Chinese government strategy to reduce reliance on U.S. technology.
Reports suggest DeepSeek's model was trained on Nvidia's Blackwell chips, potentially violating U.S. export controls.