https://tankie.tube/videos/watch/58c565fa-fcce-44a3-96e8-a2a48ff62591 DeepSeek and Qwen are rapidly gaining market share across the world. Their performance is roughly at parity with models from top US companies, at a fraction of the price. But even large companies and government agencies are opting for Chinese AI systems, over models from US companies. As tens of millions of enterprise users adopt Chinese LLM's, the less power American companies will have in establishing global standards and protocols. But this race is also one of semiconductors. Huawei's networked chips perform far better running Artificial Intelligence systems, compared to systems that use Nvidia chips. Nvidia's stock price, however, reflects high investor confidence that Nvidia's competitive advantages over other chipmakers are large, and durable, and further that it will be American LLM's that will win the race for global AI supremacy. That thesis is now questionable. Closing scene, Huawei campus at Songshan Lake, Dongguan Resources and links: McKinsey, Silicon squeeze: AI’s impact on the semiconductor industry https://www.mckinsey.com/industries/semiconductors/our-insights/silicon-squeeze-ais-impact-on-the-semiconductor-industry SemiAnalysis, Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72 https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/ Reuters, Huawei shows off AI computing system to rival Nvidia's top product https://www.reuters.com/world/china/huawei-shows-off-ai-computing-system-rival-nvidias-top-product-2025-07-26/ How Huawei’s Ascend AI chips outperform Nvidia processors in running DeepSeek’s R1 model https://www.scmp.com/tech/tech-trends/article/3315068/how-huaweis-ascend-ai-chips-outperform-nvidia-processors-running-deepseeks-r1-model Wall Street Journal, China Is Quickly Eroding America’s Lead in the Global AI Race https://www.wsj.com/tech/ai/artificial-intelligence-us-vs-china-03372176 DeepSeek AI Usage Stats https://backlinko.com/deepseek-stats Ranked: Semiconductor Production by Country or Region (1990-2032F) https://www.visualcapitalist.com/semiconductor-production-by-country-or-region-1990-2032f/ Wed, 08 Apr 2026 10:16:28 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/58c565fa-fcce-44a3-96e8-a2a48ff62591 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.