DeepSeek’s big bet on Huawei Ascend: to run a “domestic full-power version” of large models through the gaps in the U.S. chip export ban.

Liang Wenfeng signed a “priority domestic” commandment, and Huawei promised to deliver training chips before the fourth quarter. At present, a 200-billion-parameter model is being “baked.” Next, the plan targets an 800-billion-parameter flagship.

In this game of chess, winning means a showcase of “independent compute power”; losing means a confirmed case of being “bottlenecked.”

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