DeepSeek Says Huawei Training Chips Are a Key Bet as Q4 Deliveries Loom

DeepSeek CEO Liang Wenfeng has told investors that training AI models on Huawei chips is one of the company's most important bets, framing the effort as essential as the Chinese lab expects a new batch of Huawei training chips as early as the fourth quarter of 2026. The plan, described in comments made to investors, would push DeepSeek deeper into a domestic AI stack at a time when U.S. export controls continue to restrict China's access to advanced AI accelerators.