Huawei says its computing goal is to become Nvidia

  • Huawei says it wants to become Nvidia in ICT and computing infrastructure.
  • Huawei's Ascend 950 series is narrowing process-related gaps through architectural innovation.
  • Guo Ping said Huawei will focus on connectivity and computing without expanding its businesses.

Huawei aims to become Nvidia in ICT and computing by enabling customers to run any large model efficiently across its Ascend, Kunpeng, supernodes and clusters. Supervisory Board Chairman Guo Ping said Huawei's core strategy is to focus on connectivity and computing rather than expand into new businesses. The company will tailor its model strategy by segment: ICT and computing will prioritize infrastructure, terminals and intelligent driving favor self-developed models, and Huawei Cloud must build its own competitive model as cloud and AI converge. Guo Ping also said the Ascend 950 series is narrowing process-related gaps through architectural innovation, clusters and supernodes. He described closer chip-design and manufacturing integration as essential under advanced-process restrictions and referred to Huawei's "Tau Law," published in May 2026, which replaces geometric scaling with temporal scaling. Huawei does not set surpassing Apple as a goal for smartphones and instead emphasizes product competitiveness, supply-chain resilience and customer experience. Its broader record includes 880.9 billion yuan in 2025 sales, Yinwang's intelligent-driving activities, no plans to build cars, satellites or spacecraft, and continued work on global 6G standards.

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