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 new Kirin 990 contains advanced ARM 77

Apparently, ARM has dodged the American blockade and is now selling its most advanced designs to Huawei. Arm China spokesperson Liang Quan tells Sina.com
 
“We are actually actively communicating …  we have recently confirmed that Arm’s follow-up infrastructure can also be licensed to Chinese customers, including Huawei.”
 
ARM processors are the heart of Huawei’s mobile chips; ARM’s public cutoff of Huawei could have been a major problem. ARM UK’s official comment is  
 

Arm continues to comply with the guidelines set forth by the U.S. Commerce Department. Under those current guidelines, Arm cannot license any IP subject to U.S. export controls to HiSilicon unless granted an export license by the US Commerce Department. However we are not providing any details on which Arm IP products are subject to U.S. export controls.

which I consider a non-denial. I have to go with what I have.  
 
I’ve passed the story to a DC reporter who will presumably get the facts. Tech reporters are also about to jump on this with the Kirin 990 announcement.
 
ARM is a British company owned by Softbank in Japan.  It was a great coup when the US security apparatus persuaded the company to cut off Huawei, one of ARM’s most important customers. 

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Sept 19 for Intel-killer Kunpeng (First Look)

Taishan X6000 board

Huawei is selling US$billions in servers and cloud services. Almost all are dependent on Intel processors, a dangerous situation. HiSilicon has been making network processors for years and will unleash a killer chip on Sept 29.

The 64 processors in the Kunpeng 920 will solve that problem. The performance should be comparable to Intel or AMD’s best, according to some early benchmarks.

The board was announced in April and isn’t new. Until now, it has been little known outside the company. It uses ARM cores, which have an attractive performance per watt compared to Intel.

Sept 19, Taishan & Kunpeng will come out to the world at Huawei’s Shanghai event. Hou Jinlong, President, Cloud & AI Products & Services, will keynote with Leading New Computing with Kunpeng. He will be followed by CEOs and other senior executives from China’s top companies.

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Trump calls Intel, Micron, Google CEOs “lying hypocrites” (Opinion)

Intel and Micron busted Trump’s Huawei boycott by finding loopholes and resumed shipping to Huawei. Google very publicly called Trump’s demand they block Huawei from Google apps a major national security mistake.

Trump summoned to the White House Sundar Pichai of Google, Chuck Robbins, of Cisco, Robert Swan of Intel, Sanjay Mehrotra of Micron, Stephen Milligan of Western Digital Corporation, Steven Mollenkopf of Qualcomm, and Hock Tan of Broadcom.

“The CEOs expressed strong support of the president’s policies, including national security restrictions on United States telecom equipment purchases and sales to Huawei,” the White House said.

Washington is a city of lies, so perhaps that is what they told the President. Alternately, the CEOs might have been lying when (most of) them promised support for China.

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