Huawei Supervisory Board Chairman: ICT and Computing Division Aims to Benchmark Against NVIDIA
nashnova research
Huawei's supervisory board chairman Guo Ping told new recruits the company's goal in ICT and computing is to become Nvidia — the first time a Huawei executive has publicly named Nvidia as a direct benchmark, signaling an explicit competitive intent in computing infrastructure.
What did Guo Ping actually say?
In a sit-down with new employees, Guo Ping stated that Huawei's target in ICT and computing is to become Nvidia.
This means → Huawei is no longer framing itself as "a domestic chip alternative." It is claiming a seat at the computing-infrastructure throne.
The minutes were published via Huawei's internal platform Xinsheng Community, running nearly 10,000 Chinese characters — a rare move; Huawei executives almost never release internal meeting transcripts publicly.
How is the large-model strategy laid out?
Guo Ping also addressed Huawei's large-model strategy: the company focuses on connectivity and computing, and different business units have different needs for in-house large models.
The overall approach is to keep investing, but deploy selectively — depth of investment follows business scenario, not a blanket rollout.
In plain terms = Huawei will not build its own large model on every product line. It bets heavily where the need is clearest and borrows elsewhere.
Why does this matter?
The news is not that Huawei wants to build computing power — that has been clear for years. The news is the act of publicly benchmarking against Nvidia.
This means → internally, Huawei now frames computing infrastructure as a direct-competition track with Nvidia, dropping the vaguer language of "self-reliance" or "domestic substitution."
This reflects a level of confidence where Huawei is ready to name its challenger — for investors, the upstream and downstream of Huawei's computing ecosystem (Ascend chips, Kunpeng servers, the associated software stack) may see a sharper tilt in strategic resources.
市场有风险，内容仅供研究参考，不构成投资建议。