Huawei, every mention

18 scenes, the whole family · ← back to Huawei

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every year anyone Alex Kantrowitz 15Saagar Enjeti 2Grace Shao 2Dmitry Shevelenko 2Alexandr Wang 2Michael Horowitz 1M.G. Siegler 1Dan Ives 1

Verbatim, from the transcripts: the passages where Huawei comes up

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How China Caught U.S. AI — With Grace Shao Jul 29, 2026 · 1 mention

  • ▶ 46:32 Grace Shao Huawei is working very closely with deep seek on how to optimize hardware and software and try to figure out this.

Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble Jul 20, 2026 · 1 mention

  • ▶ 32:38 Alex Kantrowitz 14 nanometer nanometer Huawei toasters beating SpaceX AI with multiple data centers of Blackwell chips.

AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko May 7, 2026 · 2 mentions

OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban May 4, 2026 · 2 mentions

  • ▶ 37:45 Alex Kantrowitz This week, I heard the, probably the best explanation of what Jensen's position is, which is effectively, if you, if you don't sell the American or Nvidia tech stack into China, you will force the Chinese model makers to build, uh, to… 2 times in the scene

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz Mar 6, 2026 · 1 mention

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD Mar 4, 2026 · 1 mention

  • ▶ 26:47 M.G. Siegler It's like all the threats that were used against Huawei and all the Chinese companies and it's wild.

Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed Jun 3, 2025 · 2 mentions

Why China's AI Strategy Just Might Work — With Grace Shao Apr 16, 2025 · 2 mentions

  • ▶ 26:29 Alex Kantrowitz Huawei used the R-one model to upgrade its Siri-like assistant.
  • ▶ 1:01:05 Grace Shao So unless domestically, you know, we see like Huawei or Baba or any of the other chip, um, players really make a breakthrough.

OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly? Mar 29, 2025 · 2 mentions

  • ▶ 55:25 Alex Kantrowitz It became a point of national pride to not have an iPhone and to have a Huawei phone Huawei mate.
  • ▶ 55:25 Alex Kantrowitz It became a point of national pride to not have an iPhone and to have a Huawei phone Huawei mate.

Reid Hoffman: Why The AI Investment Will Pay Off Jan 29, 2025 · 1 mention

  • ▶ 23:25 Alex Kantrowitz I think the Huawei Mate 70, uh, is a real advance, and maybe on par with the iPhone in some ways, or maybe U.S. smartphones in some ways.

AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang Dec 11, 2024 · 3 mentions

  • ▶ 3:01 Alexandr Wang You can either go into the sort of Huawei China stack, or you could go into the Microsoft, um, United States, uh, technology stack for AI, and they ultimately pick the US stack. 2 times in the scene
  • ▶ 3:47 Alex Kantrowitz And then there's a series of models that Chinese companies like Huawei are building, and they're going to be in competition with each other in the globe.

The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link Oct 23, 2024 · 4 mentions

  • ▶ 4:21 Dan Ives So despite all the sort of doomsday scenario, they've gained about 300 bips of market share from essential Android users or Huawei to Apple clearly over the last year, that's been a decline.
  • ▶ 16:45 Alex Kantrowitz It looks like Apple is going to be reversing this trend, but then you look at the total sales of Apple and counterpoint says that Apple has still dropped two percent in China because the older models are not selling as well because Huawei 3 times in the scene

Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough Oct 25, 2023 · 2 mentions

  • ▶ 18:59 Alex Kantrowitz You know, okay, we might be reading your data on them, but if you love China, use a Huawei. 2 times in the scene

Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine Nov 6, 2022 · 2 mentions

  • ▶ 53:18 Saagar Enjeti I mean, everything that I've seen, uh, you know, they did the Huawei thing. 2 times in the scene
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