Huawei, every mention

6 scenes, the whole family · ← back to Huawei

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every year anyone Dylan Patel 4Qasar Younis 3Jacob Helberg 2Sarah Guo 1Jensen Huang 1

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

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NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative Jan 8, 2026 · 1 mention

  • ▶ 1:00:45 Jensen Huang I'm happy with the administration was able to, to, to suggest a, a, an expert control, um, policy that is grounded on national security, recognizing that they already make so many chips themselves, and they, they can depend on Huawei

No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg Aug 28, 2025 · 2 mentions

  • ▶ 22:20 Jacob Helberg They'll need the normal stuff, but who sells them that, whether it'll be Nvidia or Huawei, will really make a huge difference because
  • ▶ 22:28 Jacob Helberg Um, both, uh, companies and the Chinese will definitely bundle the stack, so they'll have AI out of the box with the Ascend platform and DeepSeq and all these Chinese tools, and the Chinese are very good at aggressively competing for…

No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel Aug 14, 2025 · 4 mentions

  • ▶ 38:55 Dylan Patel Like how much fear mongering around like Huawei's production capacity is there? 4 times in the scene

No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig Jun 17, 2025 · 3 mentions

  • ▶ 15:06 Qasar Younis You're seeing the early versions of that we saw, you know, already, which is the, like, the Huawei's of the world are starting to become this, like, new generation supplier. 3 times in the scene

No Priors Ep. 20 | With Sarah Guo and Elad Gil Jun 8, 2023 · 1 mention

  • ▶ 19:24 Sarah Guo And so one of the things that has been quietly happening is, uh, investment by both the like networking and hardware players, um, that are domestic like a Huawei in, um, you know, chips and systems to support AI training.
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