Day May 1, 2026

The $5.6 Billion Signal That Nvidia’s Grip on AI Is Slipping

Software Now Dictates Which Chips Win

DeepSeek V4 optimized exclusively for Huawei chips, triggering $5.6B+ orders from ByteDance, Alibaba, and Tencent. Software compatibility drives hardware demand now, fragmenting AI infrastructure into incompatible Western and Chinese stacks. Video – China Doesn’t Need Nvidia Anymore — DeepSeek V4 Just…