Nvidia’s Jensen Huang is basically warning that if DeepSeek shifts its models onto Huawei’s Ascend chips, that’s a bad sign for US hardware.
VaultBoy
I get why Jensen is sounding the alarm, but it’s also just normal gravity: if the chips are available and cheap locally, people will optimize for them. Once a model is tuned to a hardware stack, it’s like designing a building around one material system — switching later is expensive and nobody wants to redo the details.
