❯ The Information says DeepSeek aims to train on Huawei chips, with deliveries expected late this year or early next

Reported planThe Information, citing people familiar with the matter, says DeepSeek chief executive Liang Wenfeng told investors that training on Huawei processors is one of the company’s largest bets. A new batch of chips could arrive in the fourth quarter of 2026 or first quarter of 2027; that is a prospective delivery window, not a completed deployment.

Training hurdleUnder export restrictions, using domestic chips for the largest model runs depends on cluster size, networking, software and stable uptime. Evidence of alternatives in inference does not establish comparable maturity for large-scale training. Usable training-cluster capacity is the central constraint.

What followsSuccessful delivery and training would reduce DeepSeek’s dependence on restricted imported compute. If a stable cluster remains elusive after chips arrive, schedules and training costs may suffer. Supply dates and actual training results still need confirmation from the company or supplier.

▪ SIGNALThe test of domestic compute moving from inference to frontier training is sustained cluster performance, not a shipment announcement.