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Nvidia's China Dominance Challenged by DeepSeek and Huawei Software Alliance
Nvidia's stronghold in China is facing a new challenge from DeepSeek and Huawei Technologies Co.
The Hangzhou-based AI model maker and Shenzhen telecom giant are teaming up to develop software that could make it easier for Chinese companies still reliant on Nvidia's hardware to switch to homegrown alternatives.
Nvidia's dominance in China has been built on its superior software ecosystem, which gives developers another reason to stick with the company's chips despite Huawei's efforts to promote domestic shipments of alternative hardware.