This is the one Nvidia's Jensen Huang thinks about
As noted earlier this year:
What Huawei has accomplished is astounding and borderline terrifying.
During the mid-to-late twenty-teens the world began to notice that the company was a serious business competitor and an extension of China's Communist Party and government.
In an attempt to assuage these concerns one of their Western honchos said:
‘At Huawei, we’re not attaching laser beams to the heads of sharks’—Alykhan Velshi, Vice President, Corporate Affairs, Huawei Technologies Canada, Markham, Ont.Letter to the Editor, Maclean's Magazine, published July 23, 2019That was in one of our posts on China's security laws which require Chinese (and foreign-domiciled!!) companies to work with the authorities when asked. I'm not sure the statement did much assuaging....
From The Register, September 18:
On the same day that fellow Chinese giant Tencent says its overseas cloud clientele doubled
Chinese tech giant Huawei has kicked off its annual “Connect” conference by laying out a plan to deliver increasingly powerful AI processors that look to have enough power that Middle Kingdom users won’t need to try getting Nvidia parts across the border.
Huawei already offers the Ascend 910C accelerator that Chinese AI upstart DeepSeek is thought to have used to develop its impressively efficient models. At Connect today, Huawei promised four successors.
First off the rank, in the first quarter of 2026, will be the Ascend 950PR which, according to slideware shown at the conference, will boast one petaflop performance with the 8-bit floating-point (FP8) computation units used for many AI inferencing workloads. The chip will also include 2 TB/s interconnect bandwidth and 128GB of 1.6 TB/s memory. In 2026’s final quarter Huawei plans to deliver the 950DT, which will be capable of two petaflops of FP4 performance thanks to the inclusion of 144GB of 4 TB/s memory.
In 2027, Huawei plans the Ascend 960 that will include 288GB of 9.6TB/s memory. 2028 will see the debut of the Ascend 970, in which memory will speed along at 14.4 TB/s.
Those memory speeds suggest Huawei has created its own high-bandwidth memory, or sourced some from within China, and is confident enough to include it on a multi-year roadmap....
....MUCH MORE
If interested the introduction was part of the outro from "The Secret History of China’s Most Powerful Company".
Some of our previous posts on the Chinese colossus:
- As Huawei CFO Offers Husband, Children For Bail Collateral, Some Background
- Huawei Says Cell Phone Sales In China Just Fine, Thanks For Asking
- "The Register paid a visit to Huawei's HQ in Dongguan, China"
- "View from Washington: How do you solve a problem like Huawei?"
- By 2020 it was "The Chip Wars of the 21st Century":
While some people are bleating and tweeting into the ether about their political feelings, others are creating the technical container that will define, delineate, create, and constrict the future Them's the ones to watch out for.
Baaaa
- "Huawei Revs Up Intelligent Driving Push With Software Launch"
- "China’s Huawei has big ambitions to weaken the US grip on AI leadership"
- How Huawei Took Over the World
- "China denies report it spies on Trump’s iPhone, suggests he get a Huawei instead"
- Chips: "Huawei building vast chip equipment R&D center in Shanghai"
At the moment I don't think ASML has to worry but U.S. policymakers should be dusting off their contingency plans. They have contingency plans, right? I think they're in the same drawer as the CDC's pandemic response folder....
And many, many more. Quite an amazing story.
And not afraid to get their hands dirty when the survival of the company was a talking point in 2021: Huawei Seeks Other Revenue Streams Including Coal Mining and Pig Farming