Senator Cotton: extraordinary expansion of Huawei Cloud

Huawei’s Cloud is growing faster than Amazon, Microsoft, or Google, Iain Morris writes. He cites U.S. Senator Tom Cotton on growth in

“Egypt, Indonesia, Malaysia, Mexico, Saudi Arabia, Turkey, and the United Arab Emirates.   In addition, Huawei’s cloud services revenues reportedly rose by almost 170 percent in 2020.  This accelerating revenue stream threatens to undermine U.S. efforts to curtail Huawei’s power, influence, and financial strength.

I think Cotton is a little high on Huawei Cloud growth, but the company doesn’t release Cloud sales. I can confirm much of the growth, but it’s good to have confirmation from the NSA, presumably Senator’s Cotton’s source.

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+116% Huawei China Cloud ?$7B 2021

Canalys estimates Huawei had 20% of the Q1 $6B China Cloud market. That’s behind Alibaba but ahead of Tencent and Baidu. If growth continues, Huawei’s China Cloud revenues will be $1.5-2.5 billion yearend and likely over $10 billion in 2022.

Huawei is also expanding rapidly in South Africa, Singapore, Mexico, Brazil, and across the global South. A $5 billion/quarter run rate is plausible by the end of 2022. Canalys sees Huawei as particularly strong in government and automotive markets, both growing rapidly.

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Huawei’s cloud expanding worldwide

Huawei has some of the fastest server and AI chips in the world.

The chips power a cloud IAAS system that #3 in China and the fastest growing in the world. As you can see from the map at left, Huawei is expanding across the Southern hemisphere, including Johannesburg. Instead of fighting in the larger markets, it is seeking out markets not as well served.

Germany isn’t on this map but actually has a very large Huawei cloud system. It belongs to Deutsche Telekom, but is primarily built by Huawei. DT has been aggressively promoting its European cloud, including in an alliance endorsed by Merkel and Macron.

The Financial Times reports that Huawei’s cloud is growing, especially in the government and state-owned enterprise market. FT believes that Intel has a license to continue shipping processors to Huawei dating to before August 17th that is not affected by the blockade. I am not able to confirm that.

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Huawei World Cloud adds Johannesberg & Singapore

While it’s not the size of a Baidu Cloud, much less an Amazon, Huawei is expanding rapidly around the world. HiSilicon has produced a dedicated data center chip with an AI core and a network processor. Huawei is working with the Open Source projects for data centers.

Huawei Cloud locations

It has strong relationships with Deutsche Telekom and France Telecom/Orange. Service will soon be available almost everywhere except the U.S.

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20,000,000,000 transistors in Kunpeng 920 server chip

Huawei announced yet another 7 nm chip, designed for the servers Huawei is building for telco networks. It seems to be the largest chip yet announced. Apple and Qualcomm have 16 million transistor chips and Huawei’s Kirin 980 is in the same class.

Designs at that level require hundreds of engineers and cost hundreds of millions. None of the other telecom companies have announced any.

TSMC is the only place on earth that can produce 7 nanometer chips like this today. Samsung is doing similar but I don’t think they are selling any yet. Intel’s “10 nanometer” is comparable but not yet in production.

Huawei will be shipping hundreds of thousands of servers in the next three years.

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