If you have been wondering why DeepSeek has been quiet since last year with no major progress or releases, it is because they are working on migrating to and making their stack fluid on Huawei chips and CANN. It takes time. It is hard. It is like starting from zero. And even if Nvidia is allowed to sell as many chips as possible to China, those chips would simply be helpful in the interim while China works toward independence. China has a plan. And it will happen with Nvidia chips or without them.