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DeepSeek — Field Evidence

blogUnverified
DeepSeek · DeepSeek · incident
Field note
Facing US export controls, China's DeepSeek plans to make its own chips — It's early, but the plan is to reduce dependency on Nvidia and Huawei.
collected 2026-07-07original 2026-07-07

Does this shift the US–China race?

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Impact on the index
Export controls · major
China -200US +60
Directional contribution — before recency decay and per-type diminishing returns. How it works →
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Related Front

US vs ChinaLikely
U.S. FrontiervsChina Open-Weight

Likely — capability gap narrowing on common tasks

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