geopolitics.layer.re
AI infrastructure competition increasingly involves complete national and regional technology stacks, with China pushing domestic chips and software as alternatives to Nvidia-centered infrastructure.
DeepSeek said it was open-sourcing programming infrastructure for Huawei Ascend chips and jointly advancing supernode software, including TileLang-related work.
evt-deepseek-huawei-stack-20260930Huawei announced a large-scale AI compute system built around UnifiedBus, NPO interconnects and up to 4,096 NPUs, alongside continued CANN open-source development.
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