Huawei Supervisory Board Chairman Guo Ping said Huawei views AI as one of its biggest opportunities and aims to become the “Nvidia” of Information and Communications Technology (ICT) and computing infrastructure. He said Huawei’s goal is not necessarily to develop its own large language models (LLMs), but to help customers build competitive models and enable them to run efficiently on Huawei’s Ascend and Kunpeng processors, supernodes, and computing clusters.
Guo said Huawei’s core strategy is to “focus” on connectivity and computing, with no plans to expand into additional businesses. He identified computing power, data, and talent as the three foundations of AI competition. Compared with the United States, he said, China is relatively disadvantaged in computing power but has advantages in data applications and industrial use cases, while talent levels are broadly comparable.
Semiconductors remain an area where Huawei seeks to overcome technological constraints through closer integration of chip design and manufacturing. Referring to HiSilicon Chairwoman He Tingbo’s “Tao’s Law,” Guo said Huawei aims to replace “geometric scaling” with “time scaling” by integrating processes and manufacturing more closely. For the Ascend 950 series, Huawei plans to narrow the gap with competitors through architectural innovation and system-level advantages, including supernodes and computing clusters, rather than simply increasing specifications.
Guo also described AI as potentially the “last technological revolution” and said Huawei must align its organization, capabilities, processes, and talent to compete in the AI era.
Source: China Business Network, September 15, 2026
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