Chinese multinational that manufactures telecommunications equipment, smartphones, and enterprise networking products.huawei.com ↗
2 takes · first discussed Dec 19, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Sacks acknowledges Huawei's Ascend chips and Cloud Matrix 384 networking are serviceable workarounds to US export controls — not as good as NVIDIA but competitive enough to matter — while noting they consume significantly more power.
Friedberg predicts Huawei will be the top challenger to NVIDIA in 2026, asserting it already has undisclosed lithography technology that will be deployed in new fabs across mainland China.
The hosts hold a broadly positive but nuanced view of Huawei's competitive trajectory in AI hardware. Friedberg is the more bullish of the two, arguing with high conviction that Huawei will be NVIDIA's top challenger in 2026, premised on his belief that China possesses undisclosed lithography technology that will be deployed in new mainland fabs. Sacks takes a more measured stance, acknowledging that Huawei's Ascend chips and Cloud Matrix 384 networking represent meaningful workarounds to US export controls — capable of delivering comparable performance to an NVIDIA rack when clustered together — but stressing they fall short in quality and consume significantly more power. Both agree Huawei is a credible and growing competitive force, differing mainly in the degree of optimism: Friedberg points to potential undisclosed technological breakthroughs, while Sacks focuses on existing, proven-but-inferior capabilities.
Sacks acknowledges Huawei's Ascend chips and Cloud Matrix 384 networking are serviceable workarounds to US export controls — not as good as NVIDIA but competitive enough to matter — while noting they consume significantly more power.
the Huawei chips, the Ascend chips are, they're not as good as our chips, but they're serviceable. And they've been able to use their prowess and networking to string more of them together... that will perform comparable to an NVIDIA rack,”1:08:05
Friedberg predicts Huawei will be the top challenger to NVIDIA in 2026, asserting it already has undisclosed lithography technology that will be deployed in new fabs across mainland China.
My early prediction for 2026 is Huawei, where I think that there is lithography technology that exists in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland”1:02:28