Stock Markets February 23, 2026 08:33 PM

DeepSeek Used Nvidia Blackwell Chips to Train New Model, Raising Export-Control Questions

Chinese AI developer's upcoming model reportedly trained on US-made advanced GPUs, while allegations surface over data harvesting by multiple firms

By Ajmal Hussain NVDA

A senior U.S. administration official said DeepSeek trained its soon-to-be-released AI model on Nvidia's most advanced Blackwell chips, a development that may run afoul of U.S. export controls that bar sales of such chips to China. The company may strip technical indicators revealing American hardware use, and separate accusations by Anthropic claim several Chinese AI firms harvested its data for training. The situation underscores rising tensions over tech exports and regulatory boundaries between Washington and Beijing.

DeepSeek Used Nvidia Blackwell Chips to Train New Model, Raising Export-Control Questions
NVDA

Key Points

  • DeepSeek trained its upcoming AI model on Nvidia's top-tier Blackwell chips, per a senior U.S. administration official - impacting the AI and semiconductor sectors.
  • The use of U.S.-designed advanced GPUs in China may conflict with existing U.S. export controls, raising regulatory and compliance concerns for tech and cloud infrastructure providers.
  • Anthropic has accused DeepSeek, Moonshot, and MiniMax Group Inc of harvesting its data to train models, highlighting disputes around training data provenance that affect AI developers and platform businesses.

DeepSeek, a Chinese artificial intelligence startup, trained its latest AI model on NVIDIA Corp.'s most advanced Blackwell chips, a senior Trump administration official said. The model is expected to be made public in the coming weeks.

Such use of Blackwell chips could conflict with existing U.S. export controls because the United States has prohibited sales of its most advanced processors to China. The official's comments raised questions about whether the training activity complied with those restrictions.

According to the same source, DeepSeek may take steps to remove technical indicators that would reveal the model had been trained on American hardware. Those indicators could otherwise provide clues about the underlying infrastructure used in development.

Separately, AI startup Anthropic has accused DeepSeek and two other Chinese firms - Moonshot and MiniMax Group Inc - of harvesting Anthropic's data to build their own models. The allegation was made earlier on Monday and does not include technical detail in the statements released.

Observers note these developments at a time when U.S. lawmakers are debating the appropriate scope of technology export limits to China. Beijing has largely resisted U.S. efforts to restrict tech shipments, and the emergence of activity involving advanced U.S.-designed chips could add pressure to those policy discussions.

Details in the official account indicate the Blackwell processors used by DeepSeek are likely part of a cluster housed at a data centre in Inner Mongolia. It was not immediately clear how U.S. authorities obtained information about the physical location or the chip cluster.

The confluence of alleged use of U.S.-designed high-end chips and accusations of data harvesting by multiple firms highlights two intersecting tensions: hardware access under export rules and intellectual property or data sourcing practices in model training. Companies and markets tied to AI development and advanced semiconductors may face heightened scrutiny as regulators and lawmakers weigh responses.

At this stage, public details remain limited. DeepSeek's model release timeline has been described as imminent, and the firm's potential steps to obscure technical indicators suggest an awareness of the sensitivity surrounding hardware provenance in training workflows.


Summary

DeepSeek trained its forthcoming AI model on Nvidia Blackwell chips despite U.S. restrictions on sales of such processors to China, an official said. The company may remove indicators of American hardware use; Anthropic has separately accused DeepSeek and two other Chinese AI firms of harvesting its data. The situation could feed into ongoing policy debates over technology exports and data practices.

Risks

  • Potential violation of U.S. export controls related to advanced chips - this uncertainty affects semiconductor makers, cloud operators, and AI model developers.
  • Accusations of data harvesting by Anthropic against multiple firms introduce legal and reputational risk for the accused AI startups and could influence contract and data licensing practices.
  • Escalating U.S.-China tensions over tech exports may prompt policy changes that disrupt supply chains and investment flows in AI infrastructure and cloud services.

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