AI hardware
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DeepSeek Turns Huawei Ascend Tools Into a CUDA-Bypass Stack
DeepSeek said on September 30, 2026 that it partnered with Huawei to build programming infrastructure for Huawei Ascend chips, including open-source compute and communication libraries. The release includes DeepGEMM-Ascend, DeepEP-Ascend, and Ascend support around TileLang, with DeepGEMM-Ascend listing initial Ascend 950 support. The strategic signal is clear: China’s AI hardware bottleneck is becoming a software ecosystem contest against Nvidia’s CUDA-centered moat.
Published Oct 2, 2026
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G7 Moves the Critical-Minerals Chokepoint Into an Allied Supply-Chain Bloc
France is pushing G7 partners at the June 15-17 Évian summit to back a critical-minerals statement aimed at reducing Western reliance on China, Reuters reported via Internazionale. Japan separately proposed a G7 stockpiling framework, while the French G7 presidency had already named critical-minerals value-chain resilience as a cross-cutting priority. The system signal is that allied governments are moving beyond diversification rhetoric toward stockpiles, guaranteed demand, price support and market rules for non-China supply.
Published Jun 17, 2026