Huawei

“Huawei is working very closely with deep seek on how to optimize hardware and software and try to figure out this.”

“Huawei chips are able to produce capabilities improvements today in China that rival some of the best chips here when integrated up and down the stack.”

“The couple 100,000 people that work at Huawei, about a quarter of them are members of the Communist Party.”

“Huawei's goal is not to grow profits or shareholders. It's a private company. It's really an extension of the state.”

“It's only been used for foreign countries. Kaspersky Labs was a Russian cybersecurity company that was deemed to be a supply chain threat. Huawei is a supply chain risk because of the five G towers that could potentially have back doors.”

“Always the most vertical company in the world. No company is more verticalized than Huawei, which then leads to huge innovations.”

“Well, actually they were using shell companies to get chips from TSMC and using Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?”

“They clobbered us in Africa. They clobbered us in the developing world. They absolutely ran the table.”

“When Huawei first started their sort of global export push they certainly were not the very best technology in the world. They were current, they were certainly, you know, subpar compared to Ericsson and Nokia, yet they were good enough and they were subsidize…”

“I think Bloomberg and Reuters reported that they actually are not allowing Nvidia chips into their country, and the reason for that, we think, is that they want to indigenize chip production. They want to stand up Huawei as their national champion, and effecti…”

“And I think their plan would be to have Huawei dominate chips in China first, and then use that to scale up and then try to take over the rest of the world at chip production to scale up business.”

“My number one is Huawei, which I've mentioned in the past. Out of China, I think Huawei's effort to Partner with SMIC to go deeper in the chip stack. And they're just firing on all cylinders. I do think keep an eye on Huawei over the next year. It's going to o…”

“My early prediction for twenty-twenty-six is Huawei, where I think that there's lithography technology, that exists in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland China.”

“My early prediction for 20, 26 is Huawei where I think that there's a lithography technology that exists in China that is not publicly discussed. That is going to be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can …”

“Back in April Huawei launched a technology called Cloud Matrix in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together. So they took 384 of them. Now you use their prowess in ne…”

“They were able to acquire three million chips, 2.9 million chips from TSMC through these other entities, right? Roughly five hundred million dollars worth of orders”

“I think production capacity wise, it is still absolutely a bottleneck. They certain types of equipment required for making HBM need to be imported. They're working on domestic solutions, but as far as we know, they have not imported enough equipment for this.”

“Yeah, well, like, I mean, like, every other, like, Huawei's beat Apple, right? They passed Apple up in TSMC orders, they passed Apple up in phone market share not in the US, but, like, in many parts of the world. Before the bans came down, and then even now th…”

“Apple trained all of their suppliers, and then the suppliers in turn supplied Huawei, Xiaomi, Oppo, Vivo. So that's why Nokia couldn't keep up. It's that China had this amazing ecosystem built for the smartphone industry, all paid for by Apple.”

“A lot of the locals heavily dispute that Financial Times graph that was going around about the number of startups. They said it just mismeasured the whole thing. And so, no, I don't sense that there's any lack of enthusiasm from entrepreneurs in towns like She…”

“Huawei is still getting you know, wafers in Taiwan from TSMC through, like, shell companies, right?”

“It's called two years ahead of kind of the chips from Huawei.”

“The export controls on, on, on, on China probably is what caused Huawei to catch up so quickly.”

“My opinion, and I think you share this, is China already has frontier AI. Huawei is already there. We have demonstrable evidence of that. And their models are already there. Arguably, their open source models might even be in front of the United States at this…”

“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”

“So Nikhil, how it happens is all partners, like supply chain partners, screen, battery, or processor, they work with bigger brands, and everybody has an alpha customer on their list. Let's say Huawei would be the alpha customer on their list. So every first te…”

“And we just unilaterally disarmed around that in a way that doesn't even advantage us against Huawei because their chips are already surpassing the H.”

“It's definitely also hindering Chinese, like, you know, AI development. For sure, that's probably Biggest bottleneck because we talked about it. It has innovation. It has data. It has energy. It doesn't have chips. So unless domestically, you know, we see like…”

“Huawei was able to manufacture an enormous amount of chips at TSMC by basically creating a shell company, TSMC you know, deciding to look the other way about some Chinese firm manufacturing all these AI chips, and then the US government catching them and be li…”

“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”

“This diffusion rule will make it hard for us to get chips to Saudi Arabia, to the UAE, to India, to, you know, our friends in, in Southeast Asia, and it makes it hard through this regulatory capture that some of the US CSPs put in place, you know, all these ho…”

“And it almost guarantees a Huawei level belt and road initiative around the world. And the world's going to run on Huawei AI chips, which gives them then the demand That they need to build a frontier AI chip.”

“I think one of the best examples of this was in the past year, the Biden admin posed to the UAE, hey, which way are you going to go in terms of AI technology? You can either go into the sort of Huawei China stack, or you could go into the Microsoft United Stat…”

“If you sum all the papers that use NVIDIA chips versus all the papers that use TPUs, FPGAs, ASICs, Apple, Huawei, the sum of all NVIDIA papers versus the sum of everybody else, the delta is like 11 times.”

“25,000 people work here. It's like acres and acres and acres. Like you can just walk around this city for like, you know, hours and just only see Italian, French, and German architecture.”

“She said, you know, they're still catching up to FSD 11. Now remember, FSD 11 was, so they're like three years behind on full self-driving. Those were still the deterministic models before the big breakthrough of 12.3.”

“And Huawei, They do quite well because they're considered to be a premium brand in China, and both of those brands, I would say, have, like, a higher brand recognition for the luxury class of sedans and SUVs than BYD right now”

“Like right now Huawei is off the mat. It's coming back with SMIC semiconductors, in part because they still have access to U.S. Technology, right?”

“Huawei has a three-dimensional weather prediction system that it says is 10,000 times faster than current methods, and it's been successfully tested by the European Center for medium range weather forecasts.”

“What if I tell you that a year from now, it'll be Tejas. And if it is Tejas, then you have to take me out for lunch. And if it is not Tejas, I'll take all of you out for lunch, right? As having lost the bed.”

“At ByteDance, they currently have employees work six days a week, every 14 days. And then what's the big what's the big, like, phone company over there? Is it called Hawaii? How do you pronounce that? Huey. Something like that. They routinely ask staff for six…”

“I do think that if China cannot get A-one-hundreds, H-one-hundreds, top-of-the-line hardware, like, GPUs with good interconnect to train models, like, They will invest heavily in solving that problem. And so one of the things that has been quietly happening is…”

“We're greenlighting unlimited investment in the worst of bad actors, including Huawei, DJI. You should have seen the lobbying effort against my DJI drone ban. I mean, it was just crazy. We're investing in Chinese defense con contractors.”

“It's how we react with, I mean, it's not just that, it's how we react with every new piece of consumer electronics now, like, you know, the new Samsung phone, the new Huawei phone, the new Elgin product or whatever it is. Oh, another diamond. Yeah, whatever.”

“It was back in 2003, 2004, but there was a very clear cut case that Huawei was using conveniently leaked intellectual property.”

“If a nation is going to re-kit their entire country with a new type of wireless gear, especially with the complexities of five G, you need to trust that vendor. You need to be sure that the interests of that vendor are at the very least not opposed to the inte…”

“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”

“One of the clearest signs that China was beginning to take IP more seriously and regard it differently was when a company like Huawei, for instance, was hiring a lot of lawyers, because that meant they were suing other people to defend their own IP.”

“I mean, I think we have, it's something like nine or 10 cloud vendors, and then a few other platforms we support, and a few more on the way. There are more cloud vendors, certainly, but we're working with most of them in the U.S., and now we're just starting t…”

“Huawei is another customer.”