Huawei
includes Huawei Ascend
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 8, 2023 by Sarah Guo · said 11 times in 5 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Dylan Patel (4), Qasar Younis (3), Jacob Helberg (2), Sarah Guo (1), Jensen Huang (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 9 mentions in 3 episodes 3 per episode
2023 1 mention in 1 episode
Everything said about Huawei, oldest first
Jun 8, 2023 bullish
Guo: US GPU export bans will spur China to build competitive chips
“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…”