DeepSeek has reportedly chosen Huawei’s Ascend 950DT AI chips over NVIDIA’s China-specific H200 GPUs, according to the source.
The reported order covers 160,000 Ascend 950DT chips and is valued at approximately $2.56 billion. The chips are expected to be used in DeepSeek’s new 1GW data center in Mongolia.
The reported decision could further reduce NVIDIA’s prospects in China, a market that is becoming increasingly insular. Huawei has established a strong position there, while the source says NVIDIA is reportedly treating China as a lost cause amid Huawei’s lead.
The development follows comments from DeepSeek’s CEO in July, who reportedly said NVIDIA was damaging its own position in China. The source describes the new Huawei order as potentially reinforcing that assessment.
The report is attributed to Bloomberg and the source publication. The available information does not provide a delivery schedule or additional technical details about the Ascend 950DT deployment.
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