Nvidia has a new problem in China, DeepSeek and Huawei are now working together 👀
AI chips need software to run, and most AI companies use $NVDA chips because Nvidia's software CUDA is what everyone already knows how to use
Now DeepSeek, the Chinese AI company, has teamed up with Huawei and is giving away free software tools so developers can easily use Huawei's AI chips instead, DeepSeek says its tools are even easier than Nvidia's and still get full power from the chip
So if this works, Chinese AI companies won't need Nvidia as much and Nvidia can lose a big chunk of business in China, still early days but this is a big move
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