Liang Wenfeng, founder and CEO of DeepSeek, informed investors that training the company's next models using Huawei accelerators and other domestic chips is one of DeepSeek's largest strategic priorities, according to a report summarizing materials from The Information dated September 21.
According to sources familiar with these statements, DeepSeek expects to receive a new batch of Huawei training chips either in the fourth quarter of 2026 or the first quarter of 2027. These comments differ from previously reported stories about DeepSeek's V4.1-Flash and Harness software and focus on the training stack the company plans to use for upcoming model generations, rather than the release of a consumer API.
The investor briefing overview presents this shift as the second phase of working with Ascend class training chips following previous experiments, with deliveries from Huawei being a crucial element for broader adoption of training on domestic chips. Previously, public discussions about DeepSeek's large order for Huawei chips often emphasized the scale of clusters for inference; however, Liang's latest remarks elevate the success of training on domestic silicon to a mandatory goal alongside maintaining access to any training hardware the company currently uses.
Specific SKU names, cluster sizes, and software stack commitments related to the expected Q4'26–Q1'27 period were not published in the secondary reports reviewed.
For model developers and infrastructure buyers, the practical takeaway is in the timing, not the technical specifications: DeepSeek's management is telling investors that training future models on Huawei or similar domestic chips is a key bet, with a delivery window starting in late 2026. Whether these chips will arrive on time and whether the training results meet DeepSeek's stability and interconnect standards remains to be seen after receiving the equipment.
Until DeepSeek or Huawei issues a joint technical notification, external teams should view these quotes as information gathered at an investor meeting, rather than a confirmed purchase order or benchmark metric.