SITUATION EXPLAINED: Can China build a frontier lab without NVIDIA? • DeepSeek is planning a large order of Ascend 950DT chips for a new data center in Ulanqab, Inner Mongolia, about 200 miles from Beijing • It doesn't plan to use them for training, even though Huawei designed and marketed them for exactly that. Training still requires Nvidia chips • Huawei doesn't have the production capacity anyway, and fulfilling the order could take more than a year • If built as envisioned, it would hold…