Global Scans · Huawei · Weekly Summary

• [New] As a cloud service provider with the largest number of nodes and the fastest growth in Latin America, HUAWEI CLOUD will continue to invest more in Latin America with more local nodes, new solutions, and partner support. Huawei Cloud
• [New] So much of the guidance on Nvidia's earnings will be centered around guidance involving China, and that odd H20 chip to China - where China is racing to push Huawei to catch up to Nvidia in AI chips and local LLM builders to use Chinese rather than American chips. AI Supremacy
• [New] In 2026, we expect Huawei to push further on health / medical features, possibly obtaining more certifications (for example, their heart arrhythmia detection was approved in China). TS2 Space
• [New] Huawei theorizes that its battery technology could deliver around 1,864 miles of range and achieve a 10% to 80% charge in under five minutes, which would mark a transformative leap for electric vehicles. Interesting Engineering
• Germany faces an estimated €2.7 billion to remove Huawei gear from its 91,000 telecom sites, with Deutsche Telekom projected to spend €1.2 billion alone. Ainvest
• Huawei plans to send out its advanced 910 C AI chip to Chinese customers as soon as next month. Blogger
• China's ecosystem, driven by Huawei, SMIC, and emerging startups, will gain traction in regions tied to Beijing through the Belt and Road Initiative. The Diplomat
• Investors must balance Nvidia's CUDA/Blackwell advantages with risks from policy shifts and China's accelerating 5 nm/7nm advancements by Huawei/SMIC, which could narrow the tech gap by 2027. Ainvest
• Chinese firms like Huawei and Cambricon rapidly close tech gaps, with Bernstein projecting 55% AI chip localization by 2027. Ainvest
• Dual-use risks persist in ports (e.g., Djibouti's PLA support base) and telecom infrastructure (Huawei). Christopher Sanchez & Co.

Last updated: 14 September 2025