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Huawei

Latest about Huawei

Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems

By Anton Shilov Published 12 February 26

Premium AI and microelectronics boom in China drives IPOs as investors put money both in AI startups and adjacent sectors.

Premium

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim

By Anton Shilov Published 16 January 26

A new report says Nvidia's presence is about to shrink drastically in China.

Artificial Intelligence

China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up

By Luke James Published 6 January 26

Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.

Premium

Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions

By Luke James Published 31 December 25

Atlas 900 and Ascend supernodes highlight a scaling-first approach as Huawei trades per-chip efficiency for system-level throughput.

Semiconductors

Huawei's AI chip capabilities still pale in comparison to American silicon

By Luke James Published 18 December 25

Premium A new report from the Council on Foreign Relations concludes that Huawei’s AI chip capabilities lag behind Nvidia’s by a wide margin, and that the gap is growing exponentially.

Premium