Huawei & Alibaba Group

Huawei: Huawei is a Chinese tech giant that manufactures computer chips, supporting DeepSeek's V4 AI model and reducing China's dependence on U.S. chipmakers.

Alibaba Group: Alibaba Group is a Chinese technology company embedding agentic AI into its workflows as part of the race to commercialize AI.

Huawei: Huawei is mentioned as a domestic Chinese chip developer whose products are increasingly being relied upon by Chinese firms like DeepSeek, highlighting China's pivot away from foreign chips.

Alibaba Group: Alibaba Group is one of the approximately 10 Chinese firms approved by the United States — United States Department of Commerce to purchase Nvidia's H200 chips, but has not yet received any deliveries due to the ongoing trade deadlock.

Huawei: Huawei is a Chinese chipmaker whose latest chips are reportedly capable of running DeepSeek's V4 model. A shift to Huawei chips would be a significant milestone for China in bypassing US export restrictions.

Alibaba Group: Alibaba Group is a Chinese tech giant that has reportedly placed large orders for Huawei chips in preparation for the DeepSeek launch. Alibaba also announced a new data center powered by its own chips.