reuters.com
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DeepSeek denied Nvidia and AMD early access to its upcoming flagship model, breaking the standard practice of letting chipmakers optimize their hardware before a major release. Huawei and other Chinese chip suppliers got a weeks-long head start instead. The move alone would be notable, but the real story sits underneath it: a senior Trump administration official told Reuters that DeepSeek trained this model on Nvidia’s restricted Blackwell chips inside mainland China, likely violating US export controls, and may publicly credit Huawei to cover the trail. If true, it turns a chip optimization snub into something closer to an export enforcement test case. The decoupling between US hardware and Chinese AI development is getting performed in public now, not just debated.
