DeepSeek looks to reduce reliance on Nvidia amid U.S. semiconductor export controls

TL;DR AI
2 min readKey summary
DeepSeek is adjusting its supply chain to reduce reliance on Nvidia chips as U.S. export controls make high-performance AI semiconductors harder to obtain.
The company is seeking alternatives for both training and inference compute resources instead of depending mainly on Nvidia.
The move reflects how tighter U.S. restrictions are reshaping chip procurement and infrastructure strategies for Chinese AI firms.
That shift could affect future performance, costs, and the broader semiconductor supply chain in China.



