Deepening “symbiosis” with artificial intelligence model start-up DeepSeek is helping Huawei Technologies catch up with Nvidia’s chip hardware and software ecosystem, according to a new SemiAnalysis report cited by the South China Morning Post.

The report says DeepSeek is likely to rely “primarily” on Huawei’s “already mature and well developed” technology stack by 2027 or 2028, in a scenario that could mean Jensen Huang’s “nightmare is starting to come true”.