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Huawei Cloud Revenue Drops in 2025 Amid AI Lag vs US Rivals
Huawei just reported its first decline in external cloud revenue for 2025, even as rivals push forward with aggressive AI expansion. What does this slowdown really mean for China's tech ambitions and the global race? The numbers might surprise you...
Huawei growth slows as cloud revenue falls | News.az
The company's consumer business, which includes smartphones and smart devices, grew 1.6%, while its largest segment, information and communication technology infrastructure, rose 2.6%. However, Huawei's cloud computing unit recorded a 3.5% decline, highlighting uneven performance across its business portfolio.
Huawei's Cloud Momentum Lags as AI Chip Gap Widens—Investors Must Watch ...
- Huawei's 2025 cloud revenue rose 4.8% to 72.8B yuan, but external sales fell 3.5% to 32.16B yuan, revealing a performance gap. - AI chip performance lags U.S. rivals by 17x by 2027, undermining cloud competitiveness despite aggressive R&D spending (22.7% of revenue). - Smartphone recovery boosted market position, but cloud momentum remains constrained by technological deficits and ...
Huawei's cloud computing revenue dropped in 2025 as Chinese AI ... - CNBC
Huawei's decline in cloud revenue to external customers comes as ByteDance has rapidly grown its AI cloud business in China in the last several months, albeit from a small base.
