The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.
China's National People's Congress opens this week with a 15th Five-Year Plan that puts $70 billion in semiconductor subsidies and AI-plus manufacturing at the center of its tech race with the West.
Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.
Two Chinese open-weight trillion-parameter MoE models with ~32B active parameters each - DeepSeek V4 bets on cost and context, Kimi K2.5 bets on Agent Swarm and verified benchmarks.
DeepSeek will release V4, a natively multimodal trillion-parameter model with a 1M token context window, in the first week of March - optimized for Huawei Ascend chips, not Nvidia.
Huawei Ascend 910B specs, benchmarks, and real-world performance. 64GB HBM2e, ~1,200 GB/s bandwidth, ~600 TFLOPS FP16 - the chip that trained DeepSeek.
