[New] As chapter 2 shows, Thailand is heavily dependent on China economically and is extremely reliant on Chinese firms such as Huawei for digital connectivity and cloud services, which could be disrupted or disconnected as punishment.
Hudson Institute
[New] BMW plans to launch around 20 new models in 2026, including vehicles based on the Neue Klasse pure electric platform; Audi is betting on localized electric models like the Q6L e-tron and A6L e-tron, developed with Huawei for intelligent driving.
Gasgoo Auto News
[New] Telecom gear from companies such as Huawei and ZTE could pose national security risks, especially in critical systems like 5G.
Illumio
Saudi Arabia's Vision 2030 includes a $10 billion investment in cloud infrastructure, with NEOM's smart city project relying on Huawei and AWS for data management.
Market Data Forecast
In 2026, Huawei, ByteDance and Alibaba are expected to spend $111 billion on data centers and other A.I. investments. / China
The New York Times
US production will reach 6.89 million B300 - eq, while Huawei will remain relatively stagnant, between 62,000 and 160,000 B300 - eq, accounting for only 1-2% of total US production.
Institute for Progress
Risks include China Data Center compute revenue now assumed at zero in guidance, execution risk on the $119 billion supply commitment if hyperscaler capex slows, and competitive pressure from Amazon Trainium and open-source models trained on Huawei silicon.
24/7 Wall St.
The Chinese vendor ecosystem, including Xiaomi, Huawei, Alibaba, and RayNeo among a growing cast of others, will apply sustained pressure on pricing and volume, particularly in Asia-Pacific markets.
IDC
