Barcelona, Huawei booth at Mobile World Congress in 2025.
Arjun Kharpal | CNBC
Despite being beaten by the years of American trade restrictions, China’s telecom giants Huawei have quietly emerged as one of the fiery contestants of the country throughout the AI landscape.
Not only the Shenzhen-based firm appears to represent Beijing’s response to the American AI Chip Darling Nvidia, but it has also been an early adoption of the artificial intelligence model in industrial applications.
“Huawei has been forced to transfer and expand its main occupation focus in the last decade … due to various external pressures on the company,” Huawei has been forced to transfer and expand its main occupation focus in the last decade, “due to various external pressures on the company, due to various external pressures on the company.
This expansion has seen that the company includes everything from smart cars and operating systems to AI boom, such as advanced semiconductor, data centers, chips and large language models.
“No other technology company may be able to be able to complication and entry high levels of high levels of high levels and entry in many different regions.”
This year, NVIDIA CEO Jensen Huang has become vocal in calling Huawei.One of the most combined techniques Companies in the world. “He has also warned that Huawei will replace Nvidia in China, if Washington continues to restrict the export of US chip firms in the Asian country.
Nvidia crossed the $ 4 trillion in market capitalization last week to become the world’s most valuable company. Its state -of -the -art processor and a related “CUDA” computing system Stay industry standards Generic AI models and applications for training.
But this gap can be narrow, as Huawei proves that it not only does it, it does well. There is a long order challenging American AI stallvarts such as NVidia, the company’s history shows why it cannot be counted.
Telephone switch in national champion
Huawei, which now employment More than 208,000 people came from humble start in over 170 markets. Established by an ambitious entrepreneur Ren Zhengfei out of an apartment in Shenzhen in 1987, the firm started as a small telephone switch distributor.
As it grew as a telecom player, it achieved traction by targeting less developed markets like Africa, Middle East, Russia and South America before expanding to places like Europe.
By 2019, Huawei will be well deployed to capitalize on Global 5G RolloutTo become a leader in the market. Around this time, it had blossomed in one of the world’s largest smartphone manufacturers and even designing smartphone chips through his chip design auxiliary, Hisilicon.
But Huawei’s success also attracted the growing investigation from the governments outside China, especially the US, which has often accused Huawei’s technique of presenting the national security threat. Chinese company Is Refut such risks,
Export controls have pushed Huawei to Huawei in the arms of the Chinese government, in which CEO Rain Zhengfei always opposed.
Paul trio
Partner and Senior Vice President for China in DGA-Albreight Stonbridge Group
Huawei’s business suffered a major setback in 2019 when it was placed on the American trade blacklist, preventing American companies from trading with it.
As under the influence of restrictions, in Huawei’s consumer business – once the company Largest by revenue – Half about $ 34 billion From the year in 2021.
The company still managed a success on AI chips, and pressed further despite additional US sanctions in 2020, which a year ago, chopped the company from the Chipmaker Taiwan Semacist Manufacturing Company, Huawei Officially started Its ascending 910 AI processing chip as part of a strategy to create “full-stack, all-cycle AI portfolio” and to become a provider of AI computing power.
But even in Huawei’s American targeting, the company had an impact of converting a martyr-like figure in China, attracted to it in 2018 when Meng Wanzou was the daughter of Huawei’s CFO and Ren, Arrested in Canada Iran for alleged violation of sanctions.
As the US-China tech war continued to expand and China was placed on a comprehensive advanced chip sanctions, there was a clear option to become a national champion in the Huawei race, with more inspiration and state support for its AI plans.
“Export controls have pushed Huawei into the arms of the Chinese government with irony, thus CEO Rain Zhengfei always opposed,” Trylo said. In this way, ban for Huawei’s AI hardware and software stacks also became “steroids”.
Return
After another year after a decline in sales in the consumer segment, the unit began to move around with the release of a smartphone in 2023 Analysts said there is an advanced chip made in China.
The 5G chip came as a blow to many people in the US, who did not expect Huawei to reach that level of progress so quickly without TSMC. Instead, Huawei was reportedly working with Chinese chipmaker SMIC, a company that has been blacklisted by the US
While semiconductor analysts said Huawei and SMIC could produce these chips, this scale was severely limited, it was still proved that it was back into advanced chip game.
It was also around the time that the report began in the report about Huawei’s new AI processor chip, Ascend 910B, the company wanted to seize at intervals left out by export control over the most advanced chips of NVIDIA. The next generation of mass production is 910C Allegedly Already on the way.
To fill the zero left by NVIDIA, Huawei is making great progress in repeating the performance of high-end GPU using a combination of low chips, “Jeffrey Tatson said, the management of the participant in Tekmot Consulting.
In April, Huawei unveiled its “AI Claudmatrix 384”, a system that adds 384 ascending 910c chips into a cluster within data centers. Analysts It is said that Cloudmatrix is capable of improving NVIDIA system, GB200 NVL72 on some metrics.
Huawei is just not catching, “It is redefincely defying how AI Infrastructure works,” Forester analysts said In a report last month about Cloudmatrix.
Meanwhile, Huawei has also developed its “can” software system Serves as an alternative to CUDA of Nvidia,
Forester’s report said, “Winning AI race is not only about sharp chips. This includes the need to make and deploy tools developers on a large scale,” authors said, although the authors said that Huawei’s products are still not sufficient with other generally used equipment for developers to quickly switch to Nvidia.
‘Aarohi Ecosystem Strategy’
While Huawei’s goal is seen as a major growth in China and a race for AI to cross NVIDIA, it is important to note that Chips represent only one building blocks of Huawei’s broad AI schemes.
Huawei now has Artificial Intelligence Value Chain, from chips to computing, AI models and AI applications. These separate AI business routes also take advantage of other areas of the company’s huge technology empire.
In fact, the company’s “ICT Infrastructure” business – which includes 5.5G cellular network purinogen and AI systems for industrial use – became the company’s largest revenue driver in 362 billion yuan in 2023.
The company has been Deployment In its growing portfolio of AIS AI Chips and AI Cloudmatrix 384 AI data centers, which are operated by its cloud computing unit, Huawei Cloud, have been established in 2017, which are to compete with choice Heroic Web services and Oracle,

In turn, these data centers have provided training capabilities and computing power used by the suits of Huawei’s AI model under their Pangu series.
Unlike Openai’s GPT-4 or Google’s Gemini Ultra 1.0, unlike the AI model, Huawei’s Pango model is designed to support more industry-specific Cross the application Medical, Finance, Government, Industrial and Motor Vehicles Areas. Pango has already been implemented in more than 20 industries in last year, company Said last month,
Rolling such AI applications often involves working on the project site for months, even though it is in a remote coal mine, Jack Chen, Vice President of Marketing Department for Huawei Oil, gas and mining business unitWhich provides digital and intelligent solutions to replace these industries, informed the CNBC.
That research enabled the company in May Deploy more 100 electric-operated trucks That might be Autonomous dirt or coal transport Using the 5G network, AI and cloud computing services of the telecom company.
And it is not limited to China. Technology can be repeated extensively in Central Asia, Latin America, Africa and Asia-Pacific, “Chen said.
Huawei has also opened the Pangu model, in one step stated that it will help expand abroad and push its “ascending ecosystem strategy”, which makes its AII products around its ascending chips.
Talking to CNBC’s “Squalk Box Asia” on Thursday, Patrick Murhead of Moore Insights and Strategy said that she hopes that Huawei will climb to China’s belt and road initiative countries – an investment and development project is aimed at emerging markets.
Over a period of five to 10 years, the company can start building a serious market share in these countries, similarly it once did it with its telecom business, he said.