Huawei
Mentioned in 76 analyzed podcast episodes across 10 shows
A Chinese technology conglomerate developing AI chips (Ascend processors) and the MindSpore framework as alternatives to Western semiconductors, particularly NVIDIA, while facing U.S. export controls and supply chain restrictions. Podcasts discuss Huawei as a key player in U.S.-China tech competition and geopolitical semiconductor rivalry, with recent focus on how chip design bans are accelerating China's self-reliance strategy. The company also manufactures solar power inverters and has faced designation as a supply chain risk due to documented export control violations and IP theft concerns.
Mentioned On
Episode Mentions
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 28, 2026
Big Tech Unites for Open Source AI—and Against Anthropic
“Showcased dramatic chip progress at a closed-door demo; expects to ship 1.5 million AI chips in 2025.”
The Spillover · Jul 28, 2026
Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models
“Chinese tech company producing chips under US sanctions; subject of export control restrictions on AI chip development”
TechLinked · Jul 28, 2026
Claude Chats Appear in Google Search, GrapheneOS Duress PIN Prosecution, RAM Crisis Hits PCs and Phones + more!
“Reportedly building DRAM fab in Shenzhen with Chinese government backing to dodge US sanctions and address RAM price volatility”
This Week in Tech (Audio) · Jul 20, 2026
TWiT 1093: California Sober - Kimi K3, Qwen3.8, & China's Open-Weight AI Gambit
“Chips used by Kimi K3 (100,000 units); alternative to NVIDIA for Chinese AI development”
All TWiT.tv Shows (Audio) · Jul 20, 2026
This Week in Tech 1093: California Sober
“Chinese chip manufacturer; used 100,000 chips to train Kimi model; alternative to NVIDIA”
The a16z Show · Jul 16, 2026
Replay 2025: David Sacks on AI, Crypto, and America's Technology Future
“Developing Cloud Matrix chip networking technology and proliferating in Middle East and Southeast Asia due to US export restrictions”
声动早咖啡 · Jul 15, 2026
淘宝闪购｜零食量贩店「缩水款」引争议，夏奇拉将登美加墨决赛中场秀
“Chinese smartphone maker achieving 20% growth in Q2 while competitors declined, benefiting from high-end market positioning”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 26, 2026
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
“Ascend 910B chips used to train GLM 5.2; China's national AI chip champion in indigenization push.”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Chinese telecom competitor benchmarked by Ericsson; consolidated Chinese market from 100 vendors to 2 major players”
Squawk Pod · May 14, 2026
Scott Bessent From Beijing 5/14/26
“Chinese domestic competitor; Chinese firms steering business toward Huawei instead of NVIDIA due to support concerns”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“Chinese chip maker competing with NVIDIA; benefiting from domestic chip protection policies in China”
Odd Lots · May 13, 2026
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
“Parent company of HMN, a cable-laying contractor now restricted by US sanctions from international projects”
Wait Wait... Don't Tell Me! · May 9, 2026
Spirit Airlines, The Book of Mormon, and Grunting
“Chinese EV manufacturer developing adaptive headlight technology capable of projecting movies onto surfaces”
monos estocásticos · Apr 30, 2026
El poliamor explicado con OpenAI y Microsoft: abren la pareja pero uno sale perdiendo
“Developing autonomous chip capabilities to reduce NVIDIA dependency; working on AI model optimization”
Risky Bulletin · Apr 30, 2026
Srsly Risky Biz: US Vows to Fight Distillation Attacks
“Produces Ascend domestic chips used by Chinese AI labs; performance and availability lag behind NVIDIA alternatives”
TechLinked · Apr 30, 2026
Google Sideloading Restrictions, YouTube AI Search Feature, US Blocking Exports to China + more!
“Blacklisted Chinese company receiving AI chips from Hua Hong, subject of US export restrictions”
Risky Business · Apr 29, 2026
Risky Business #835 -- Why the Fast16 malware is badass
“Developing Ascent chips manufactured by TSMC via shell company; subject of chip export restriction discussions”
The Information's TITV · Apr 28, 2026
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
“Providing chips to Chinese AI labs; enabling DeepSeek and other models to compete despite U.S. export restrictions”
Economist Podcasts · Apr 28, 2026
The regal has landed: can Charles boost US bond?
“Chinese tech firm partnering with Toyota on electric vehicle technology development”
Wall Street Breakfast · Apr 27, 2026
Budget airlines seek government aid
“Chinese technology company whose chip technology is being used to run DeepSeek's V4 AI models”
World Business Report · Apr 24, 2026
US consumer confidence and electric vehicles
“Chinese semiconductor manufacturer enabling DeepSeek AI model to run on domestic chips instead of American alternatives”
Daily Tech News Show · Apr 24, 2026
We Are Xbox and We Have a New Logo Too - DTNS 5255
“Ascend 950 base clusters expected to launch later in 2026, enabling DeepSeek to reduce V4 Pro pricing”
Tech Brew Ride Home · Apr 24, 2026
All The Headlines, All The Model Drops...
“Ascend 950 chips powering DeepSeek's future computing clusters expected to launch in H2 2026, reducing inference costs”
Waveform: The MKBHD Podcast · Apr 24, 2026
Tim Cooked and Now it's John's Ternus!
“Pura X Max folding phone with short-form cover display and triple camera system; unclear global availability”
Daily Tech News Show · Apr 23, 2026
Apple Ternus-over - DTNS Live 5124
“Announced Pura X-Max foldable phone with wide form factor, unavailable in US but influencing Samsung and Apple”
American Diplomat · Apr 23, 2026
Remember the Old Days (Say, 2020)?
“Chinese telecommunications company with Central European headquarters in Budapest, sought to provide sensitive technologies to Hungary”
Bloomberg Daybreak: Asia Edition · Apr 23, 2026
Stocks Fluctuate, SK Hynix Record Profit Quarter
“Major OEM making long-term memory chip contracts; rising contract prices benefited SK Hynix in Q1”
Waveform: The MKBHD Podcast · Apr 17, 2026
Gadget Prices Are Getting Ridiculous
“Released wide-format foldable phone competing with Samsung's Z Fold strategy”
The Economics Show · Apr 17, 2026
Will the energy shock change global trade imbalances? With Brad Setser
“Chinese telecom equipment company subject to U.S. export restrictions, creating market opportunities for competitors like Ericsson”
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Chinese networking and chip company; manufactures 7nm chips; example of China's semiconductor capability”
CNBC's "Fast Money" · Apr 8, 2026
Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26
“Deploying Ascendant AI chips internationally; Malaysia selected for sovereign AI program, first deployment outside China”
Possible · Apr 8, 2026
AI’s expanding attack surface
“Chinese firm building proprietary AI chips and ecosystems in response to US export controls”
Irregular Warfare Podcast · Apr 3, 2026
Chokepoints: American Power in the Age of Economic Warfare
“Chinese tech company targeted by U.S. export controls and Foreign Direct Product Rule restricting access to advanced semiconductors”
The a16z Show · Mar 18, 2026
AI, Supply Chains, and the Future of Economic Power
“Chinese company identified as national security threat in hardware infrastructure campaigns”
Dwarkesh Podcast · Mar 13, 2026
Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
“Chinese company that could potentially beat Nvidia if it had access to advanced TSMC processes”
Dwarkesh Podcast · Mar 11, 2026
I’m glad the Anthropic fight is happening now
“Referenced as example of supply chain risk designation being used for foreign components”
Lenny's Podcast: Product | Career | Growth · Mar 8, 2026
The most successful AI company you’ve never heard of | Qasar Younis
“Example of Chinese company operating as state extension with quarter of employees in Communist Party”
TBPN · Mar 6, 2026
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
“China's Nvidia equivalent with Ascend 910C chips on 7nm process for AI inference”
The a16z Show · Mar 5, 2026
Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power
“Chinese company mentioned regarding semiconductor manufacturing restrictions and workarounds”
Big Technology Podcast · Mar 4, 2026
Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
“Example of legitimate supply chain risk designation for Chinese technology company”
TBPN · Mar 2, 2026
FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong
“Example of Chinese company affected by semiconductor manufacturing restrictions”
Elon Musk Podcast · Mar 2, 2026
Anthropic rejects latest Pentagon offer: ‘We cannot in good conscience accede to their request’
“Foreign adversary company previously designated supply chain risk; Pentagon used same legal statute to blacklist Anthropic”
Hard Fork · Feb 20, 2026
The Pentagon vs. Anthropic + An A.I. Agent Slandered Me + Hot Mess Express
“Previously designated as supply chain risk, providing precedent for Anthropic threat”
Irregular Warfare Podcast · Feb 20, 2026
Preserving the American Edge: Revitalizing the Defense Industrial Base
“Chinese competitor to NVIDIA in AI; cited as innovator despite centralized state ownership model”
Catalyst with Shayle Kann · Feb 19, 2026
The rise of grid power electronics with Drew Baglino
“Power electronics company manufacturing central inverters for solar installations”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 14, 2026
Approaching the AI Event Horizon? Part 2, w/ Abhi Mahajan, Helen Toner, Jeremie Harris, @8teAPi
“Chinese tech company developing AI chips as alternative to restricted Western semiconductors”
This Day in AI Podcast · Feb 13, 2026
Am I Even Needed Anymore? GLM-5, Agentic Loops & AI Productivity Psychosis - EP99.34
“GLM-5 was trained entirely on Huawei Ascend chips, showing independence from US hardware”
The a16z Show · Feb 10, 2026
Marc Andreessen: Who Runs the World’s AI?
“Used as example of previous US-China tech competition that foreshadowed current AI geopolitical race”
Pekingology · Feb 5, 2026
China’s Growing Influence in Latin America
“Mentioned as example of technology choice creating binary decision: using Huawei risks losing access to American tech ecosystem”
The Tara Palmeri Show · Feb 4, 2026
Trump vs China Are U.S. Allies Turning to Beijing Bill Bishop Explains
“Mentioned as client of UK ambassador Mendelssohn, highlighting potential conflicts of interest in UK-China relations”