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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "Alibaba and Baidu have already begun to adopt their own in-house chips for training and rumors indicate that ByteDance may soon follow suit. Unlike similar efforts by clouds in the US, the recent push made by Chinese firms could be partially driven by Huawei's role as an active competitor across various sectors.",
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      "text": "Huawei will be responsible for just ~62% of the XPU volume produced by Chinese firms in 2025. For reference, NVIDIA still controls 90%+ of the global XPU market.",
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      "text": "DeepSeek's R2 release has reportedly been delayed due to hurdles related to Huawei hardware. Additionally, speculation suggests that Huawei disbanded its entire Pangu LLM team following difficulties in developing SOTA models using Ascend chips. Internal whistleblowers have even alleged that several models in the recent Pangu family were not developed from scratch, but were instead cloned based on the continued training of existing Qwen and DeepSeek models.",
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