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Cambricon Responds to Investor Query on DeepSeek Business Ties

Cambricon said its general-purpose AI chips are designed for a wide range of artificial intelligence applications, responding to an investor question about whether the company has actual business cooperation with DeepSeek. The investor asked why the DeepSeek-V4 preview release only mentioned the Ascend 950 supernode and not Cambricon’s products. The company’s October 12 reply did not confirm any partnership with DeepSeek.

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AI take

The non-answer is itself the signal: Cambricon's reply frames its chips as broadly applicable while declining to confirm any DeepSeek tie-up, leaving the investor's actual question—why its products were absent from the V4 preview—unaddressed. That gap matters because model-release disclosures have become a de facto scoreboard for domestic AI silicon, and omission from a prominent one carries reputational weight regardless of the underlying technical fit. Whether Cambricon appears in future DeepSeek releases, or clarifies the nature of any engagement, is the open question.

Generated by AI for reference only.

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