Huawei - Interconnected

Topics: Nvidia• Huawei•

($) H20 and the Broken Export Control Debate

Guess what, Chinese tech companies hate Huawei too!

Topics: Huawei• AI• Cloud Industry•

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

Topics: Huawei• Apple•

($) Apple vs Huawei: Boomer vs Startup

A defiant Huawei tries to upstage Apple with a trifold phone. Will it work?

Topics: Cloud Industry• Huawei• Sovereign AI•

Huawei Cloud and “AI in the Box”

Will “AI in a box” become a thing? Huawei Cloud is certainly trying to make it so. By packaging GPUs, networking, server racks, other hardware, and AI models all together, Huawei Cloud is pushing the adoption of AI infrastructure by putting everything an enterprise

Topics: Nvidia• Huawei•

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

U.S. export control on advanced semiconductors is starting to become counterproductive. While the intended goal is to strengthen national security by preventing China from obtaining cutting edge American-designed AI chips, the real effects are hurting leading American companies, particularly Nvidia, while helping China’

Topics: Open Source• China• Alibaba•

Open Source in China: Next Four Years

Last May, I wrote a three-part series that surveyed the entire open source landscape in China: * Part I: the Players [https://interconnected.blog/open-source-in-china-the-players/] * Part II: the Game [https://interconnected.blog/open-source-in-china-the-game/] * Part III: the Trends [https://interconnected.blog/open-source-in-china-the-trends/] Since then, the landscape

Topics: Regulation• Huawei• IPO•

Chinese Government Turf Battle: Tomorrow's News; 明日要闻 (July 2021)

Hello Interconnected Readers: Today, I’m reconceptualizing a section of Interconnected. It used to be a weekly news summary [https://interconnected.blog/tag/weekly/] of six stories from both English language and Chinese language sources. Now, it’s a new monthly product called, "

Topics: Alibaba• Cloud Industry• Open Source•

May 16, 2021: AliCloud, JEDI, HarmonyOS, Hillhouse Capital, Tencent Cloud

Hello Interconnected Readers: I have not written a bilingual news source summary and commentary in a while -- my apologies. Interconnected, as a newsletter and product, will be going through some changes, which we will announce later this week. I’m also going through

Topics: Xiaomi• Huawei• EVs•

March 28, 2021: Global Startups; Xiaomi > Huawei; Next Phase of China’s EVs Market; No-Code

Hello Interconnected Readers: This weekly issue has a nice balance of news commentary from the rise of international startups as evidenced by the most recent YC batch, to Xiaomi racing ahead of Huawei, to the next phase of China’s EVs market, to the

Topics: 5G• Open Source• Agora•

January 31, 2021: r/wallstreetbets, Open Source 5G, Agora Acquisition

Hello Interconnected Readers: Last week, the world was enthralled by the battle between the subreddit, r/WallStreetBets, and Wall Street itself. I really do mean the world. I saw WeChat posts, tweets in different languages, and even bonded with my dad over it, who

Topics: Huawei• IPO• Venture Capital•

Is Huawei a Top-Tier VC?

Huawei started a little-known corporate VC division in 2019 called Habo Investment. Since then, it has made 22 investments and five of them have either IPO’ed or are in the process of doing so on the Shanghai STAR market. Although these IPO’s

Topics: Facebook• Alibaba• Huawei•

November 29, 2020: P(Good for the World)

Hello Interconnected Readers: Last week -- American Thanksgiving plus my birthday week -- I re-read a few books. One of them was “Against the Gods: The Remarkable Story of Risk.” One small part of the book talks about Kenneth Arrow [https://en.wikipedia.org/

Topics: Antitrust• Alibaba• Jack Ma•

November 15, 2020: 16 Days

Hello Interconnected Readers: I had a busy week last week that was mostly self-created. While still doing volunteer work at the Reno campaign office (work doesn’t stop when Election Day is over) and continuing my day job as an investor (doing calls with

Topics: Apple• Facebook• Huawei•

October 18, 2020: Censorship, Apple in India, Huawei Selling Honor, Lithography, Chinese IPO

This issue covers the period between October 12 - 18, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: AI• Azure• Huawei•

September 27, 2020: Facebook, OpenAI & Microsoft, Germany, Apple, Huawei

This issue covers the period between September 21 - 27, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: Huawei• Open Source• China•

300 Years: Huawei's Open Source Strategy

Lost in the fog of TikTok was an important announcement: Huawei open sourced its homemade mobile operating system, HarmonyOS, now dubbed OpenHarmony. This announcement flew under the radar, but has far-reaching implications to not just the future of mobile technology, but also how that

Topics: Anti-Trust• Huawei•

June 21, 2020: Satellite, Antitrust, Zynn, Huawei, Samsung, Matlab

Note: This issue of Interconnected Weekly covers the period between June 15-21, 2020, with six news stories – three from English language sources, three from Chinese language sources – hand-picked by your humble author to further our exploration of the interconnections between technology, business, investment, and

Topics: Huawei• China• Regulation•

Why Huawei Should IPO in America

Huawei should IPO in America. Not London, Hong Kong, Tokyo, Frankfurt, or Toronto, but New York -- the heart of America’s capital market. In fact, Huawei should file its S1 paperwork as soon as the Holding Foreign Companies Accountable Act (HFCAA) passes Congress