Huawei, every mention
5 scenes (2026), the whole family · ← back to Huawei
tap a year for its mentions
every year 2026 anyone Matt Turck 10Dylan Patel 10Haoyuan Li 2Nathan Benaich 1
Verbatim, from the transcripts: the passages where Huawei comes up
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 12:13 Matt Turck So this, oh, Huawei sent chips for deep seek and this emergence of a full stack Chinese, um, AI factory for like a better term.
- ▶ 12:13 Matt Turck So this, oh, Huawei sent chips for deep seek and this emergence of a full stack Chinese, um, AI factory for like a better term.
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 22:57 Matt Turck Huawei and Nvidia in China, last year there was like, 10 or 12% of their overall revenue and 2 times in the scene
- ▶ 33:41 Dylan Patel An example of that is Huawei, right? 10 times in the scene
- ▶ 36:23 Matt Turck I mean, obviously the U.S. and China are the two biggest markets, but like for other markets, I don't know, UAE, Middle East, uh, Europe, are NVIDIA and Huawei already, uh, head to head in deals? 6 times in the scene