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Deep & Emerging Tech·September 30, 2026·1 min read

DeepSeek says it has partnered with Huawei to develop programming tools for Huawei's Ascend chips, including TileLang, an open-source CUDA alternative

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TileLang as an open-source CUDA alternative for Huawei’s Ascend chips is an explicit bid to erode Nvidia’s software moat and reduce US leverage over AI compute. Engineering leaders should start testing how portable their training and inference stacks are to non-CUDA backends — this may become a procurement and geopolitics hedge, not just a technical curiosity.

Deep & Emerging Tech

Singapore doubles down on chipmaking as the AI boom lifts its economy, but high costs, scarce land and labor, and US trade scrutiny threaten its ambitions

Singapore leaning harder into chipmaking under land, labor, and US scrutiny constraints means advanced node capacity will stay politically and physically bottlenecked. If your roadmap assumes “Asia fabs” as a generic buffer, you need a more granular view of where your wafers can actually come from and under what export rules.