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Huawei Chairman Guo Ping believes AI could be humanity's last tech revolution, and says the company seeks to become the Nvidia of ICT.
Huawei's ambition is to become the Nvidia of computing and connectivity in the AI era, according to current chairman Guo Ping. In remarks posted to Huawei's internal bulletin board, Guo told a tranche of new employees that the company's focus was on building its connectivity and computing capabilities, with "no plans for business expansion."
But he said Huawei believed that AI was its greatest opportunity. The company’s current view was that AI could be humanity's "last technology revolution, and we need to gain a competitive advantage in this revolution." Like Nvidia, Huawei's advantage in the AI era would not be LLMs but in providing technology, such as its Ascend or Kunpeng servers, that can run any large models, Guo claimed.
But he said Huawei's device and autonomous driving businesses would need their own large models because of the gaps in the open-source models. Likewise, the deep integration of cloud and AI meant Huawei Cloud would also have to develop LLMs to maintain its competitiveness.
While Guo's remarks are more affirming than revealing, they offer a rare glimpse into some of the thinking of the secretive Chinese vendor, which has long given up on talking to foreign audiences. The internal Q&A format also provides a safe space for executives to share their views without having to field awkward questions about any of the many controversies that have dogged the company, such as the racketeering trial now underway in New York.
Guo said Huawei would continue providing digital infrastructure and AI solutions to domestic and international customers. He ruled out the possibility of Huawei manufacturing satellites or rockets or pursuing space exploration. He also reiterated the company's previous denials that it was planning to build its own cars.
Asked about possible further international sanctions or technology bans, he said the Chinese market of 1.4 billion people was big enough to ensure Huawei's survival. "Of course, Huawei's development is not limited to the domestic market. Our concern is whether we are competitive compared to domestic and international competitors," he said.
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