AI firm DeepSeek has delayed the release of its V4 model, now slated for late April, to integrate with China’s domestic chip ecosystem. This strategic shift is driven by tightening US export controls.
The delay signifies DeepSeek’s transition from Nvidia chips to alternatives like Huawei’s domestic semiconductors, a move necessitated by regulatory pressures.
Market sentiment shows skepticism, with current odds at 15% that Alibaba will possess the best AI model by the end of April. The lack of significant recent trading activity suggests traders are awaiting concrete announcements before committing capital.
Traders are closely watching for performance benchmarks or partnership announcements from Alibaba or DeepSeek that could sharply influence market odds as the resolution date nears.