Huawei
Mentioned in 47 analyzed podcast episodes across 10 shows
A Chinese technology company competing with NVIDIA in AI chip design through its Ascend processor line and MindSpore framework, enabling domestic AI infrastructure independent of Western semiconductors. Huawei is frequently discussed in podcasts as a geopolitical case study in U.S.-China tech competition, supply chain security concerns, and semiconductor export restrictions, while also manufacturing telecommunications equipment and solar inverters. The company exemplifies broader debates about technology decoupling, national security designations, and China's efforts to achieve technological self-reliance amid American sanctions.
Mentioned On
Episode Mentions
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”
Last Week in AI · Jan 28, 2026
#232 - ChatGPT Ads, Thinking Machines Drama, STEM
“Ascend AI processors and MindSpore framework enabling Chinese labs to build independent AI training infrastructure”
The Chris Hedges Report · Jan 28, 2026
Is the 'New World Order' Really New? (w/ Yanis Varoufakis) | The Chris Hedges Report
“Trump initiated trade war against Huawei and other Chinese companies, forcing Canada to imprison Huawei owner's daughter”
State of Play · Jan 23, 2026
How should we combat China's economic coercion?
“Chinese tech company referenced in context of U.S. allies hesitating to block from 5G markets due to fear of Chinese retaliation”
All-In with Chamath, Jason, Sacks & Friedberg · Jan 23, 2026
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
The AI Policy Podcast · Jan 22, 2026
The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy
“Domestic Chinese chip maker benefiting from H200 ban; pushing self-reliance strategy to protect market share from NVIDIA”
AI + a16z · Jan 20, 2026
How Should AI Be Regulated? Use vs. Development
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 17, 2026
Why CEOs Need to Lead AI Strategy
All-In with Chamath, Jason, Sacks & Friedberg · Jan 10, 2026
All-In's 2026 Predictions
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 9, 2026
What Happens When AI Obliterates Your Business Model?
The a16z Show · Jan 7, 2026
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
NatSec Matters · Dec 31, 2025
The Race to Control Global Tech: Craig Singleton
“Referenced as example of Chinese company with network control; compared to display manufacturers' control of screens and firmware”
The New Yorker Radio Hour · Dec 26, 2025
The Company Behind the A.I. Boom
“Identified as biggest competitive threat on horizon; attempting to build Chinese alternative to Nvidia”
All-In with Chamath, Jason, Sacks & Friedberg · Dec 19, 2025
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
Rabbit Hole Recap · Dec 18, 2025
RABBIT HOLE RECAP #388: A CHRISTMAS MIRACLE
“Chinese telecommunications company involved in EUV lithography development through recruited ASML engineers”
Security Now (Audio) · Dec 17, 2025
SN 1056: Australia - AI Coding Blunders Exposed
“Banned from U.S. 5G networks but solar inverters still imported; documented IP theft and export control violations”
The Vergecast · Dec 5, 2025
It's code red for ChatGPT
“Mate tri-fold foldable phone available in China; Samsung Z-Trifold is first tri-fold from major US-market manufacturer”
Waveform: The MKBHD Podcast · Dec 5, 2025
Samsung Galaxy Z TriFold is here fr fr on God
“Mate XT TriFold phone referenced as competitor design comparison to Samsung's approach”
All-In with Chamath, Jason, Sacks & Friedberg · Nov 22, 2025
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
“Predicted to emerge as NVIDIA competitor by 2026-2027 using undisclosed Chinese lithography technology”
The Last Invention · Nov 20, 2025
EP 8: The Accelerationists
Waveform: The MKBHD Podcast · Nov 14, 2025
This Could Be the Best Smartphone But…
“Smartphone manufacturer mentioned for Hasselblad camera collaboration history”
Irregular Warfare Podcast · Oct 24, 2025
South America in Competition Conference: Bonus Episode 1
“Discussed as provider of 5G telecommunications infrastructure in Latin America creating security vulnerabilities for U.S. technology integration”
Waveform: The MKBHD Podcast · Sep 26, 2025
Marques Cancelled His Roadster
“Mate XT triple-fold winner of last year's design award; Huawei flip phone mentioned”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Chinese competitor accelerating chip development using monopoly profits from domestic market”
Waveform: The MKBHD Podcast · Sep 18, 2025
iPhone 17 Reactions Live From Apple Park!
“Mentioned as preferred Android alternative due to camera quality; unavailable in US market due to regulatory restrictions”
Pekingology · Sep 4, 2025
China’s Quest to Engineer the Future
“Mentioned as part of Shenzhen manufacturing ecosystem where workers gain cross-company engineering experience”
Lex Fridman Podcast · Aug 13, 2025
#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism
“Sanctioned Chinese tech company that recovered stronger after US restrictions, demonstrating resilience and innovation focus”