{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "huawei", "name": "Huawei", "kind": "company", "url": "https://whatledto.com/who/huawei", "description": "", "same_as": [], "timelines": [ { "slug": "nvidia-china-export-controls", "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200", "url": "https://whatledto.com/events/nvidia-china-export-controls", "json": "https://whatledto.com/events/nvidia-china-export-controls.json", "role": "The domestic AI-chip competitor benefiting from Chinese demand and procurement policies favoring local accelerators.", "entries": 4, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "nvidia-china-export-controls", "id": 1330, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1330", "date": "2026-09-04", "date_precision": "day", "title": "DeepSeek plans a 160,000-chip Huawei cluster instead of Nvidia parts", "summary": "Bloomberg reported that DeepSeek intended to deploy at least 160,000 of Huawei's next-generation Ascend\n950DT accelerators at a data centre it was building in Inner Mongolia, using them to operate its models, which would be one of the largest\nknown clusters of Huawei AI chips. People familiar with the matter said the timeline depended on Huawei's\nproduction capacity and that DeepSeek did not currently plan to use the chips for training. DeepSeek did\nnot respond to requests for comment and Huawei had no immediate comment.", "type": "report", "entities": [ "DeepSeek", "Huawei", "Nvidia" ], "parties": [ "deepseek", "huawei", "nvidia" ], "sources": [ { "url": "https://sg.finance.yahoo.com/news/deepseek-plans-big-huawei-ai-021120068.html", "outlet": "Bloomberg, via Yahoo Finance", "published": "2026-09-04", "quote": "DeepSeek plans to deploy at least 160,000 of Huawei Technologies Co's top accelerators at a massive data centre it's building in Inner Mongolia, which could create one of the largest known clusters of Huawei artificial intelligence (AI) chips and advance China's efforts to replace Nvidia Corp." } ] }, { "timeline": "nvidia-china-export-controls", "id": 1341, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1341", "date": "2025-11-05", "date_precision": "day", "title": "Beijing requires state-funded data centres to use domestic AI chips", "summary": "Reuters reported that Beijing had issued guidance requiring any new data centre project that had taken state\nfunds to use only domestically developed AI chips, and that projects less than 30 percent complete were told to\nremove foreign chips already installed or cancel planned purchases. More advanced projects would be assessed\ncase by case. The rule reached Nvidia's H20, the part built specifically to satisfy the U.S. rules, and applied\nto a sector that had taken more than US$100 billion of state money.", "type": "regulatory", "entities": [ "Nvidia", "Chinese government", "Huawei" ], "parties": [ "nvidia", "chinese-government", "huawei" ], "sources": [ { "url": "https://investinglive.com/news/china-stipulates-that-state-funded-data-centres-to-use-only-domestic-ai-chips-report-20251105/", "outlet": "Reuters, via InvestingLive", "published": "2025-11-05", "quote": "It is reported that Beijing has issued a guidance that requires new data centre projects that have received any state funds to only use domestically developed AI chips." }, { "url": "https://www.tomshardware.com/tech-industry/semiconductors/china-bans-foreign-ai-chips-from-state-funded-data-centers", "outlet": "Tom's Hardware", "published": null, "quote": "Projects that are less than 30% complete are allegedly being told to abandon or remove any foreign chips already in use." } ] }, { "timeline": "nvidia-china-export-controls", "id": 49, "url": "https://whatledto.com/events/nvidia-china-export-controls#n49", "date": "2025-05-13", "date_precision": "day", "title": "Commerce rescinds the AI Diffusion rule and issues new chip guidance", "summary": "The Department of Commerce announced the rescission of the Biden-era AI Diffusion rule two days before\nits compliance date, alongside guidance on the risks of using Chinese advanced computing chips, including\nspecific Huawei Ascend parts, and on preventing diversion of U.S. chips.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Huawei" ], "parties": [ "us-department-of-commerce", "huawei" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-announces-rescission-biden-era-artificial-intelligence-diffusion-rule-strengthens", "outlet": "Bureau of Industry and Security", "published": "2025-05-13", "quote": "Today, the Department of Commerce (DOC) announced a rescission of the Biden Administration's AI Diffusion Rule, while rolling out additional steps to strengthen export controls on semiconductors worldwide." } ] }, { "timeline": "nvidia-china-export-controls", "id": 1339, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1339", "date": "2024-05-24", "date_precision": "day", "title": "H20 sells below Huawei's chip as supply outruns Chinese demand", "summary": "Reuters reported that Nvidia had cut H20 prices in China, where oversupply left the chip selling at more than a\n10 percent discount to Huawei's competing part. The first export-compliant chip Nvidia built for China after the\nOctober 2023 rules was therefore competing on price against the domestic alternative it was meant to hold off.", "type": "report", "entities": [ "Nvidia", "Huawei" ], "parties": [ "nvidia", "huawei" ], "sources": [ { "url": "https://www.trendforce.com/news/2024/05/24/news-nvidia-reportedly-facing-price-cut-pressure-of-h20-chip-in-china-amid-competition-with-huawei/", "outlet": "TrendForce, citing Reuters", "published": "2024-05-24", "quote": "an oversupply caused the chip to be priced lower than its rival, Huawei, in some cases even at an over 10% discount" } ] } ], "often_with": [ { "id": "foxconn", "name": "Foxconn", "url": "https://whatledto.com/who/foxconn", "json": "https://whatledto.com/who/foxconn.json", "shared_timelines": 1 }, { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 1 }, { "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "url": "https://whatledto.com/who/us-department-of-commerce", "json": "https://whatledto.com/who/us-department-of-commerce.json", "shared_timelines": 1 }, { "id": "us-government", "name": "U.S. government", "url": "https://whatledto.com/who/us-government", "json": "https://whatledto.com/who/us-government.json", "shared_timelines": 1 }, { "id": "donald-trump", "name": "Donald Trump", "url": "https://whatledto.com/who/donald-trump", "json": "https://whatledto.com/who/donald-trump.json", "shared_timelines": 1 }, { "id": "jensen-huang", "name": "Jensen Huang", "url": "https://whatledto.com/who/jensen-huang", "json": "https://whatledto.com/who/jensen-huang.json", "shared_timelines": 1 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 1 }, { "id": "deepseek", "name": "DeepSeek", "url": "https://whatledto.com/who/deepseek", "json": "https://whatledto.com/who/deepseek.json", "shared_timelines": 1 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }