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Nvidia Dominance Challenged by DeepSeek-Huawei Open-Source Alliance

Guavy AI Editorial Team Published September 30, 2026

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NVDA

Nvidia's dominance in the AI market is facing a new challenge as DeepSeek and Huawei team up to develop open-source software for Huawei's Ascend AI chips. The effort targets CUDA, Nvidia's software platform that has helped keep millions of developers tied to its hardware.

DeepSeek is adapting parts of its software stack for Huawei's Ascend processors, making it easier to run and optimize AI workloads without Nvidia hardware. This includes the TileLang programming language, which DeepSeek claims offers a 'simpler programming model' than CUDA.

Nvidia has already warned that U.S. export restrictions and Chinese rules have effectively shut it out of competing broadly in China's data-center compute market. The company said its absence has helped rivals build larger developer and customer ecosystems to challenge Nvidia worldwide.

Nvidia Dominance Challenged by DeepSeek-Huawei Open-Source Alliance

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