Huawei Ascend AI Accellerators. DeepSeek V4 model architecture was optimized for Chinese hardware.

They can (not entirely sure how 'grey' market this is) either have subsidiaries outside of china (eg: singapore) that provide the inference and/or just rent it off the public gpu clouds.

Making their own NPUs for inference probably, you don't have to buy NVidia for inference. Google doesn't.