It appears that had DeepSeek R1 been trained on Huawei chips it could have caused global demand for those, a possibility now when NVIDIA AI chips have been even more a part of trade negociations, something that has happened since the first Trump Administration.
Huawei announced plans for a chip to rival NVIDIA in AI and the latter is saying Huawei could step in, in China, and supply the demand for AI chips even as NVIDIA designed a chip specifically for the Chinese market, the H20 which was designed in response to the 1st Trump Administration export controls in order to comply with the changing rules.
It appears now that Jensen Huang discussed the company’s concerns regarding Huawei with U.S. lawmakers with the U.S. House of Representatives Foreign Affairs Committee on Thursday, specifically how restrictions on NVIDIA chips could make Huawei a beneficiary of such actions. With the Administration being in the process of scrapping it seems the Framework for Artificial Intelligence Diffusion introduced by the Joe Biden Administration in its last week, only to be potentially replaced by government-to-government deals that include AI chips instead of tier restrictions which saw China’s access blocked along with Russia as part of the third tier of countries that included North Korea.
While the Trump Administration is interested in scrapping such Framework it seems the threshold for orders of NVIDIA H100 chips will go from 1700 to 500 chips for notifying the government of such order, all while Huawei has publicly stated it intends to compete with NVIDIA in AI chips.
