Poe Zhao(@poezhao0605):Huawei markets its best AI chip, the 950DT, as a training chip. DeepSeek is ordering at least 160,000 and has no current plan to train on any of them. Training stays on Nvidia. My July analysis argued China's chips had crossed the training threshold, and that the open question was efficiency. This purchase order reads as DeepSeek's answer to that question.

Poe Zhao

@poezhao0605

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

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Poe Zhao@poezhao0605

2026.09.06 02:55

Huawei markets its best AI chip, the 950DT, as a training chip. DeepSeek is ordering at least 160,000 and has no current plan to train on any of them. Training stays on Nvidia. My July analysis argued China's chips had crossed the training threshold, and that the open question was efficiency. This purchase order reads as DeepSeek's answer to that question.

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