CHINA PERSPECTIVE

Beijing is not just catching up—it is now setting the pace. The South China Morning Post details the DeepSeek V4 launch with the precision of a victory communiqué: the V4-Pro model displays 1.6 trillion parameters, a context window of one million tokens (compared to 128,000 for the previous model), and cost efficiency described as 'world-leading.' The SCMP cites Huatai Securities analysts: 'The V4 release explicitly mentions compatibility with domestic chips. We can expect significant improvements in the capabilities of domestic AI accelerator cards.'

The announcement is immediately followed by Huawei, which declares 'full support' for its Ascend chip lineup and supernodes to serve V4 models. The SCMP also notes that AI chip manufacturer Cambricon Technologies announced compatibility in turn. An entire Chinese ecosystem is taking shape: DeepSeek model + Huawei Ascend 950 chips + domestic computing infrastructure.

In another article, the SCMP reveals that Huawei is investing 85 billion yuan ($11.7 billion) in autonomous driving, with 18 billion for 2026 alone—more than 'the combined spending of all other major suppliers,' according to automotive division CEO Jin Yuzhi. The Qiankun ADS platform has exceeded 10 billion kilometers of autonomous driving miles and powers 1.7 million vehicles. The message is clear: China is no longer conducting R&D in AI—it is deploying.