Poe Zhao(@poezhao0605):Huawei is selling Ascend 950DT systems bundled with DeepSeek's V4 model to customers in the Middle East and Central Asia. US export controls aimed to limit Chinese AI chip capability. An unintended consequence: they may be creating demand for Chinese AI infrastructure in countries that also face restricted Nvidia access. Full analysis of what this means for the chip landscape.

Poe Zhao

@poezhao0605

Decoding China's tech landscape for global investors & builders. AI • Robotics • EVs • Semiconductors. 12+ years covering China's tech evolution.

Joined April 2025

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Poe Zhao@poezhao0605

2026.07.03 04:49

Huawei is selling Ascend 950DT systems bundled with DeepSeek's V4 model to customers in the Middle East and Central Asia. US export controls aimed to limit Chinese AI chip capability. An unintended consequence: they may be creating demand for Chinese AI infrastructure in countries that also face restricted Nvidia access. Full analysis of what this means for the chip landscape.