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Huawei
9 CÈ pieces since 11 June 2026: 7 intel items, 2 essays. Newest first. All companies →
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Cost decides the stack: Huawei Cloud lands agentic infrastructure and a coding-agent beta in Thailand
At its Bangkok summit on 24 July, Huawei Cloud launched an agentic stack in Thailand: an AI cluster service, petabyte-scale agent memory, the AgentSphere runtime, and an open beta of its CodeArts Agent coding platform.
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Can a frontier lab run without Nvidia? Z.AI fires up a 1GW all-Chinese data centre
The Chinese AI company completed a gigawatt facility built entirely on domestic semiconductors, drawing power equivalent to 750,000 homes, and reports $1 billion in annual recurring revenue after hitting its 2026 sales target in July.
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Beijing Will Not Wall Off Its AI (Even Now That It Leads)
Days after an open-weight Chinese model took the top of the coding charts, Beijing began consulting its champions on export-controlling AI, the same weapon it called economic bullying when Washington aimed it the other way.
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China launched a 29-nation AI governance body in Shanghai; it does not own the frontier it wants to govern
China launched WAICO in Shanghai this week with twenty-nine mostly Global-South members and a mandate to govern artificial intelligence. The 1974 New International Economic Order is the rhyme: a numerically large coalition can pass a declaration and still fail to bind an order, because standards follow whoever holds the frontier, and this coalition does not yet hold it.
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With Nvidia's China share collapsing and Huawei near 50%, DeepSeek designs its own AI chip
DeepSeek is designing an in-house AI chip to cut its reliance on Nvidia and Huawei silicon, joining Alibaba and Baidu as US export controls erode Nvidia's China position and lift Huawei toward half the market.
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Asia-Pacific sovereign AI infrastructure market reaches thirteen billion in hybrid model
The APAC sovereign AI infrastructure market is valued at thirteen billion dollars in 2026, with hybrid sovereignty models combining selective control over compute and data governance alongside continued reliance on global hyperscalers.
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China drafts $295 billion AI data-center plan mandating 80% domestic chip sourcing
National Development and Reform Commission blueprint calls for networked computing hubs by 2028, with state telecoms China Mobile and China Telecom operating facilities powered predominantly by Huawei, Alibaba, and Biren chips instead of Nvidia or AMD.
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Zyphra ships ZAYA1-8B sparse reasoning model trained end-to-end on AMD Instinct hardware
Released under Apache 2.0 license, the 8-billion-parameter model routes only 760 million active parameters per token and was built entirely on AMD GPUs, proving a viable non-Nvidia path for high-efficiency training and breaking the assumption that frontier open models require Nvidia infrastructure.
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China announces $295 billion five-year plan to build nationwide AI data centers
Beijing is preparing to spend 2 trillion yuan over five years on interconnected computing hubs operated by China Mobile and China Telecom, with 80 percent of AI chips sourced from domestic suppliers including Huawei. The network is designed to fuel domestic AI sector growth and reduce dependence on Nvidia and AMD.