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Huawei Bozkusu at the Mobile World Congress in Barcelona, 2025.
Arjun Kharpal | CNBC
Although the US trade restrictions have been beaten for years, China Telecom giant Huawei has been silently in the country’s most violent rivals throughout the AI view.
Only Shenzhen-based company Beijing does not seem to represent the American response to American American AI Chip, but the early adoption of artificial intelligence models in industrial applications also had an early reception.
“Huawei is in the main business focus on the last ten years … Due to various external pressures,” the company said.
This expansion saw that the company’s intelligent cars and operating systems intercepted for everything from the necessary semiconductors, information centers, chips, chips, plugs to the AI boom.
“No other technology company could not be authorized in many different sectors with high levels of complexity and obstacles,” triolo said.
This year, NVIDIA CEO Jensen Huang has become increasingly vocals in the call of Huawei “One of the most huge technology Companies in the world. “If he restricts Huawei’s export to the Asian country, Huawei also warned that he would replace the Nvidian in China.
NVIDIA has exceeded $ 4 trillion in market capital to become the most valuable company in the world. Its advanced processors and related “Cuda” computing system Protect the industry standard For training for generative AI models and applications.
Huawei proves that it proves that this moat will shrink, because it is good, it is good. As the NVIDIA, American AI Stalwarts is difficult, shows why the company’s history cannot be considered.
Huawei, now Those who work More than 208,000 people in more than 170 markets came from a modest beginning. In 1987, the company began as a small telephone key distributor, which was founded by the ambitious entrepreneur Ren Zhengfei.
As soon as the telecommunications player has become a traction targeting less developed markets such as Africa, the Middle East, Russia and South America before expanding areas such as Europe.
Huawei would be well placed to capitalize until 2019 Global 5G Rolloutto be a leader in the market. This time, this time, this time blossomed one of the world’s largest smartphone producers, and even chip designed a subsidiary, prepare smartphone chips through Hisilicon.
However, the success of Huawei, as well as the US government, especially the United States, which introduces the technology of national security threat to China, has increased its growing verification. This Chinese company have denied such risks.
Export departments, Huawei’s Chinese government to rub the Chinese government in a way that CEO Zhengfei has always resisted.
Paul Triolo
Partner and senior vice president for China in DGA-Albrigt Stonebridge Group
Huawei’s case was a great decline in 2019 when the United States was placed on the US trade black list, which prevents American companies with him.
As the effect of sanctions, Huawei’s consumer work – once in one of the company The biggest income – decreased about twice $ 34 billion in the previous year in 2021.
The company has still managed a progress on the AI plugs, and in 2020, Huawei’s ChipMaker Taiwan Semiconductor extinguished the manufacturer co-extinguished in 2020 in addition to additional US constraints It has been officially started Its Ascend 910 AI processing chip “Full Stack, All-Scenario AI portfolio” and as part of a strategy to become a provider of AI calculation power.
However, the United States targeted its Huawei, the impact of the company to convert to a martyr in China, in 2018, Meng Wanzhou, Huawei’s CFO and Ren daughter was taken in 2018 Arrested in Canada For the violation of Iranian sanctions.
When the US-China technology war continues to expand and provide extensive advanced chip restrictions, Huawei was an open choice to become a national champion in the competition with state support for more boosts and AI plans.
“Export departments have always pushed the Chinese government’s arms in a way that CEO Zhengfei resists CEO Zhengfei,” said Triolo. In this way, restrictions have been “steroids” for Huawei’s AI device and the program stack.
After decreasing sale in the consumer segment another year, the section began to return to a smartphone in 2023 Analysts said it was in an advanced chip Made in China.
5G Chip came to a shock in many USA, where Huawei will reach the level of progress without TSMC. Instead of Huawei’nin USA is reported to be blacklisted by the US chipmaker smic
Semiconductor analysts have proved that Huawei and the signs were back in the scale of these chips, Huawei, in an advanced chip game.
Around this time, this new AI processor Chip, Huawei, Huawei’s new AI processor chip to detach with the export controls related to Huidia’s most advanced chips began to surf. Mass production of the next generation 910C It was reported to have something already on the road.
To fill the left of NVIDIA, Huawei “uses the combinations of low plugs, taking great steps to repeat the performance of a high level GPU,” he said.
In April, Huawei, AI CloudMatrix 384, 384 rises presented a system that connects the 910C platform within the framework. Analysts Cloudmatrix, in some sizes, GB200 NVL72, said they were able to remove the NVIDIA system.
Huawei only redefines “how the AI infrastructure works” Forrester Analysts said In a report on CloudMatrix last month.
Meanwhile, Huawei also developed its own “Cann” software system Moves NVIDIA to CUDA as an alternative.
“It is necessary to win the AI race, the faster plugs, as well as instrument developers, large-scale models,” said Forrester, the authors were not integrated enough to prevent developers to use the immediate time.
It is important to note that Huawei’s goal is to exceed NVIDIA, China and the United States are a major development for the EU, and it is important to note that the chips represent only one building block of Huawei.
Huawei, now along the chain of artificial intelligence, the chips have their hands from computing, EU models and AI applications. This different AI business prospectus also uses other areas of the company’s extensive technology empire.
In fact, the company’s “ICT infrastructure” business – the largest income driver included in the company’s largest income driver for industrial use and AI systems included 362 billion yuan in 2023.
The company has been placement AI data centers managed by the cloud computing section, Huawei Cloud, founded in 2017 in 2017 in the portfolio of 384 Amazon Web services and Orace.
These data centers, in turn, UNI models under their Pangu series have provided training opportunities and calculation power used by Huawei Huawei’s Suite.
Unlike Openai’s GPT-4 or Google’s Gemini Ultra 1.0, Huawei’s Pangu Model is designed to support more industry Applications Medical, finance, government, industrial and car sectors. Last year, the company applied in more than 20 industries He said last month.
Spreading such applications often covers the Vice President of Huawei’s Marketing Department, the Project website, the project site Huawei Tech staff. Oil, gas and mining business sectionExplained to CNBC, which offers digital and smart solutions to change these areas.
This study allowed the company in May Place a truck with more than 100 electricity This can do dirt or coal as autonomous Telecom’s 5G network, use AI and Cloud calculation services.
And not limited to China. Technology “In Central Asia, Latin America, Africa and Asia-Pacific can be repeated in a large scale,” he said.
Huawei opened both Pugu models, in an action, it has risen to help increase the strategy of rising and more rising ecosystem.
Speaking of CNBC’s Squawk Box Asia on Thursday, Moor Concept and Strategy Patrick Moorhead said that Huawei expects a part of the countries that are part of the countries that are part of the countries that are aimed at the markets.
Over five years, the company can begin to build a serious market share in these countries, but at the same time with telecommunications work.