Chris McGuire(@ChrisRMcGuire):For those of us who have been arguing for years that China's AI chip production is extremely constrained and Huawei lacks the capacity to fill China's domestic AI compute needs, much less sell to other countries, seeing the Huawei Chairman publicly admit this is very gratifying.

2026.09.17 21:15

For those of us who have been arguing for years that China's AI chip production is extremely constrained and Huawei lacks the capacity to fill China's domestic AI compute needs, much less sell to other countries, seeing the Huawei Chairman publicly admit this is very gratifying.

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Lennart Heim@ohlennart

2026.09.17 20:06

" 'Since we don't have enough capacity to even satisfy the demand in China, we don't have a plan to expand into the international market in a fully-fledged way,' Xu told reporters at the company's Huawei Connect conference in Shanghai."

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