How Huawei ascended from telecoms to China’s ‘jack of all trades’ AI leader

Although it has been beaten by the US trade restrictions for years, China’s Telecom giant Huawei quietly appeared as one of the hardest competitors in the country in the entire AI view.

The Shenzhen -based company not only represents Beijing’s response to American AI Chip Darling Nvidia, but also an early adoption of making money from artificial intelligence models in industrial applications.

“Huawei had to change and expand its basic business focus and expand the basic business focus in the last decade,” he said.

This expansion saw that the company has participated in everything, such as developed semiconductors, data centers, chips and large language models, from smart cars and operating systems to the technologies required for AI explosion.

“No other technology company has not been competent in many different sectors with high levels of complexity and entry obstacles,” Triolo said. He said.

This year, NVIDIA CEO Jensen Huang has become increasingly vocal in calling Huawei as “one of the most challenging technology companies in the world”. In addition, Washington warned that if the US chipset continues to restrict the exports of the Asian country, Huawei will replace Nvidia in China.

Nvidia exceeded the market value of $ 4 trillion last week to become the most valuable company in the world. Latest processors and a relevant “CUDA” Information Processing System Stay as an Industry Standard Manufacturer AI models and applications for training.

However, this trench may be narrowing, because Huawei does not only all of them, but also good. Challenging American artificial intelligence enthusiasts, such as Nvidia, it shows why the company cannot be considered a history.

Huawei, now employment More than 208,000 people in more than 170 markets came from humble beginnings. Founded in 1987 by an ambitious entrepreneur Rengfei from an apartment in Shenzhen, the company started as a small phone key distributor.

As it turned into a telecom player, it won traction by targeting less developed markets such as Africa, Middle East, Russia and South America.

Huawei until 2019, Global 5G presentationBeing a leader in the market. During this time, it turned into one of the world’s largest smartphone manufacturers and even designing smartphone chips through his chip design subsidiary Hisilicon.

However, Huawei’s success also drew the increasing examination of Huawei’s technology, especially from the US governments, which often accusing a national security threat of national security threats. The Chinese company rejected such risks.

When Huawei’s job was placed on the US trade black list in 2019, he experienced a great mishap that American companies prevent them from doing business with him.

When the impact of sanctions begins, Huawei’s consumer job – once the company According to the biggest income – Hal is halved in half 34 billion dollars Compared to the previous year in 2021.

The company still made a breakthrough in the AI chips and Taiwan Semiconductor Manufacturing Co. Officially started The rise as a part of the strategy of forming “full pile, All-Scenario AI Portfolio” and becoming the provider of AI information processing power.

However, the US targeting Huawei had an impact on transforming the company into a martyr -like figure in China, and in 2018, Huawei’s CFO’s CFO Meng Wanzhou and Ren’s daughter Meng Wanzhou were arrested for alleged violating Iran.

As the US-China technology war continued to expand and large advanced chip restrictions were taken to China, Huawei was an obvious choice for AI plans for AI plans to become a national champion in the race.

“Export controls pushed Huawei into the arms of the Chinese government in a way that CEO Ren Zhengfei would always resist.” He said. In this way, restrictions have become “steroids” for Huawei’s AI hardware and software pile.

After the decrease in sales in the consumer segment, the unit began to return with the release of a smartphone in 2023. Analysts said it contains an advanced chip Made in China.

The 5G chip came to many people in the United States who did not expect Huawei to reach this level of progress without TSMC. Instead, it is reported that Huawei worked with the Chinese chip manufacturer SMIC, a Chinese chip manufacturer, a blacklist company.

While Semiconductor analysts said that Huawei and SMIC were seriously limited to the scale that these chips could produce, Huawei still proved that he had returned to the advanced chip game.

During this time, reports about Huawei’s new AI processor chip Ascend 910B began to emerge, and the company wants to seize the gaps left by export controls in Nvidia’s most advanced chips. Mass production of the new generation 910C reported Already on the road.

“To fill the gap left by Nvidia, Huawei, Technoat Consulting’s manager Jeffrey Towson, said,” Using combinations of lower chips, he takes great steps in reproducing the performance of high -level GPUs, “he said.

In April, Huawei introduced the “AI Cloudmatrix 384”, a system that connects 384 Acend 910C chips to a cluster within data centers. Analysts Cloudmatrix said that some metrics can perform better than the NVIDIA’s system, GB200 NVL72.

Huawei is not just capturing, but redefining how AI infrastructure works “ Forrester said analysts In a report about Cloudmatrix last month.

Meanwhile, Huawei developed its own “Can” software system. He serves as an alternative to Nvidia’s CUDA.

“Winning the AI race is not only faster chips. It also includes the presentation of the tools they need to create and distribute large -scale models.”

Company distribution In the growing portfolio of the AI data centers operated by Huawei Cloud, the cloud information unit established in 2017, ACEND AI chips and AI Cloudmatrix 384. Amazon Web Services and Prophecy.

These data centers have provided Huawei’s educational capabilities and information processing power used by Pangu series by the AI Models Package.

Unlike Openai’s GPT-4 or Google’s Gemini Ultra 1.0, Huawei’s Pangu model is designed to support more specific to the industry. Applications throughout Medical, Finance, Government, Industrial and Automotive Sectors. Pangu was already implemented in more than 20 sectors last year, the company He said last month.

Providing such AI applications includes Huawei Tech staff working for months on the project site, even if it is in a remote coal mine, Jack Chen, Vice President of Huawei’s marketing department Jack Chen Petroleum, Gas and Mining Business UnitCNBC offers digital and smart solutions to transform these industries.

This research, in May 100 electrical trucks more it could be Dirt or coal in an autonomous way Using Telekom Company’s 5G network, AI and cloud computing services.

And it’s not limited to China. Chen, technology, “Central Asia, Latin America, Africa and Asia-Pacific can be reproduced on a large scale,” he said.

Huawei also caused the panggu models openly, in a movement, he said he would help expand abroad and help the “ascension ecosystem strategy” that expresses AI products built around the rise chips.

Patrick Moorhead from Moor Insights & Stratege, who spoke with CNBC’s “Squawk Box Asia” on Thursday, said Huawei expects Huawei to rise to countries that are part of the belt and road initiative, an investment and development project for developing markets.

For a period of five to 10 years, the company can start to create a serious market share in these countries, likewise the same way as telecommunication.