A Huawei router zero-day exploited in 2025 caused a 3-hour nationwide telecom outage in Luxembourg — now publicly disclosed as a critical infrastructure disruption via hardware vendor vulnerability.
NIST CAISI confirms DeepSeek V4 Pro as top Chinese model, ~8 months behind US leaders — but MIT-licensed, 1M context, and 50–100× cheaper than closed rivals.
Huawei projects $12B AI chip revenue in 2026 (+60%), driven by Ascend 950PR orders as Nvidia loses ground in China to export controls.
DeepSeek V4's 10× KV-cache compression restructures AI cost economics globally, exposing a structural threat to US lab pricing and strategic positioning.
Huawei confirms its Ascend 950-based supernode will fully support DeepSeek V4, completing China's domestic frontier AI hardware-software stack.
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