Huawei has arrived at the Mobile World Congress with one objective: to show the world What good have these last five years been? of vetoes and sanctions. The company has just had the second best year in its history. It seemed impossible when The United States ostracized herbut this five years has served not only to regain the throne in the enormous Chinese market, but to build something: the idea that China’s technological evolution passes through its hands.
As a result of this we have the advertisement at the Barcelona fair of a line of SuperPoD supercomputers with a single objective: that the Chinese Big Tech don’t have to depend from NVIDIA.
Return. Huawei has been collaborating with SMIC -the great foundry of China- to create chips. Chips that feed both your consumer devices as other high-performance ones for large-scale computing. It is clearly difficult to do this without violating Western vetoes (for example, their mobile processors do not have 5G and are less powerful than those of Qualcomm or MediaTek), but they are making progress.
The symbolic thing is that They have turned resilience into their best quality. If in 2020 they competed for the market with Samsung and Apple, achieving a profit of 129,000 yuan, in 2025 registered 127 billion dollars, something impressive if we take into account that, above all, They come from the local market. In this time, Huawei has positioned itself as a lifestyle brand that has consumer devices, but also home automation and even cars.
But if there is a great frontier today, it is that of artificial intelligence. And Huawei knows that it was something that had to be attacked not only from the most local perspective, but by launching a global warning.
SuperPoD. Because these supercomputers, really, are not new. The company presented them in mid-September last year with a more local focus, for China. And before looking at the products, you have to see what a SuperPoD is. These are high-performance clusters that bring together thousands of specialized AI chips.
And those chips are not from NVIDIA, which dominates the global conversation in AI computing, but rather their own. It’s about your Ascendsome that have been developing for years and that China is waiting like May rain to break that hegemony of NVIDIA. The idea is the same as with other technological sectors of the Asian giant: not to depend on anyone else. They are the following:
- Atlas 950 SuperPoD– A cluster of up to 9,192 Ascend 950DT NPUs per system with up to 1,152 TB of unified memory.
- TaiShan 950 SuperPoD– First general-purpose computing SuperPoD with two models: 96 cores / 192 threads or 192 cores / 384 threads for, for example, massive virtualization or critical databases.
Local ecosystem. Huawei’s approach is very interesting. The Ascend is not close to the power and sophistication of NVIDIA chips, nor to CUDA technology that has become the language of AI. However, if each chip individually cannot compete for the most demanding tasks, what Huawei has thought is that these chips be scalable. To do this, they have developed a connection technology with ultra-high bandwidth that allows all these chips to be connected to each other with the aim that, in practice, it behaves like a single logical computer.
This connection technology has been named UnifiedBus and, in the statement, Huawei states that the idea is to “continue defending open source and open systems to accelerate developer innovation and the prosperity of ecosystems. That is something that resonates with the Government’s objective: that its companies such as Tencent, ByteDance, Alibaba or DeepSeek, which have run into the arms of the latest NVIDIA chips As soon as the ban was lifted, they developed their technologies using ‘made in China’ solutions.
Ambition at the cost of sanction. All this comes in a tremendously turbulent context. China is betting a lot on artificial intelligence and robotics as pillars of the country’s technological roadmapbut NVIDIA still has the best product. There is analysis that expose that the best of Huawei is still five times less powerful than the best of NVIDIA, and the United States has just made it clear that investment in AI is one in national security.
All the mess between Anthropic and the Pentagon has to do with how the United States demands that the AI of its private companies belongs to the State because they claim that the AI of Chinese companies belongs to China, and China will not hesitate to do whatever it wants with that AI. Because computing power is, and will be, at the core of the AI race, Huawei has shown that it is doing everything it can to deliver the best tools. And Western sanctions have only helped China ‘wake up’ and begin to shape these technological solutions at an accelerated pace.
NVIDIA was clear. It remains to be seen whether customers around the world will adopt Huawei’s SuperPoD systems as an alternative to NVIDIA, but what is already on the table is that something is happening. At least, in China. In the middle of last year, the CEO of NVIDIA pointed out that before the vetoes, NVIDIA had 95% of the market share in Chinabut currently it is only 50%. These vetoes did not stop China, but rather accelerated the development of its own industry to the point that the competition, now, is fierce.
In fact, the manager recently pointed out that it was absurd for the US to try to stop China with vetoes and sanctions, since China would achieve technological sovereignty sooner or later and that the ideal would be to take an economic slice while they could… and make Chinese Big Tech dependent on NVIDIA technology. And there Huawei’s approach is very curious because yes, its chips may not be the most powerful, but they are mass scalable and adaptable to the needs of each of the companies.
Images | HuaweiXataka
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