LinkedIn icon Facebook icon Twitter icon
Interconnected
  • About
  • Quarterly and Annual Letters
  • Mr. Market
  • Open Source
  • Cloud War
  • Long-Form Profiles
  • Substack Edition
  • Archive
($) Huawei's Global AI Ambition: The Core Depends on The Soul
Subscribe
Topics: Huawei • AI • Cloud Industry •

($) Huawei's Global AI Ambition: The Core Depends on The Soul

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

22 Apr 2025

This post is for paying subscribers only

Subscribe now

Already have an account? Sign in

More in Huawei

  • ($) Apple vs Huawei: Boomer vs Startup

    12 Sep 2024 – 7 min read

  • Huawei Cloud and “AI in the Box”

    23 May 2024 – 7 min read

  • U.S. Export Control is Hurting Nvidia and Helping Huawei

    28 Jan 2024 – 8 min read

See all 17 posts →
Topics: VC• AI• Geopolitics•

Benchmark Invests in Manus: VC Math vs Geopolitics Math

An economically rational deal if you are a true early stage VC

  • Kevin Xu
    Kevin Xu
Kevin Xu 1 May 2025
Topics: Nvidia• AI• Supply Chain•

NVIDIA: Made in America (by Taiwan)

NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of partners to produce its Blackwell products in Texas and Arizona. This move, combined with recent reports that possible export controls

  • Kevin Xu
    Kevin Xu
Kevin Xu 15 Apr 2025
Interconnected © 2025
Facebook Twitter