"I got to see the caliber of the Huawei leadership. It was fascinating to see this expert level of presentations where there was a lot of technical detail, but also a very strong storyline about how they're going to be used and why it's better than the current competitors and industry leaders. In many ways, yes, there were great numbers. Yes, there were stunning visuals, but it was really that overall orchestration that really reminded me of an Apple presentation. It's just that you were doing this for technical infrastructure." - Jeremy Au
"There's zero doubt how serious Huawei is about advancing the frontier across the entire technology stack and product lineup. It’s interesting how swiftly they're working their way up the technology value chain across both the manufacturing side, as well as the research and development side. It's about how good their products are on a standalone basis because they're designed to be modular and on industry standards. It’s also about how their ecosystem approach really works, where you have the synergies between products to be a one-stop shop, but also have that forward-deployed workforce. They have a very deep conviction in the importance of technical leadership at R&D." - Jeremy Au
"What I found interesting about Huawei was that it had the same focus on AI, coupled with the fact that it was focused on hardware. There was the technical infrastructure like 5.5G to routers and switches. All of it was about how we take this hardware and the requirements that AI needs and get it from point A to point B. For example, you can have a great data center with the best GPU chips, but if you don't have memory storage that’s really top-of-the-line, then it can be a bottleneck on the whole AI system, especially in terms of the processing throughput that you're looking for." - Jeremy Au
In this episode, Jeremy Au speaks on Huawei 2024 APAC Congress, AI and hardware vertical integration, ecosystem and R&D leadership, and genuine ASEAN partnerships.
Keywords: Huawei 2024 APAC Congress, AI Hardware Vertical Integration, Ecosystem and R&D Leadership, Genuine ASEAN Partnerships, Thailand, VC, Thought Leadership
