00:00 – Intro
05:00 – Takeaways from #HuaweiConnect 2025, positioning in different verticals (taking the fight to NVIDIA)
07:25 – Tech and market access constraints are slowing down, but not stopping the company
09:30 – Using scale to compete in #AI – #SuperPoDs & #SuperClusters of #Ascend #NPU
12:43 – Independent/parallel China #Tech / #AI ecosystem and its imperatives
15:57 – International strategy for taking this ecosystem global
17:37 – Will this parallel ecosystem fork 3GPP
/ #cellular/ #mobile #tech, or not, and why?
20:33 – “Show & tell” marketing of Shanghai R&D center
22:18 – Takeaways from Analyst Talks event – #5GAdvanced + #AI
23:43 – Huawei’s definition of #5GAdvanced – Gbps speed + carrier aggregation + fast #uplink
29:38 – No demos/use cases of #URLLC and other advanced features – Used primarily for #privatenetworks
31:30 – Impressive antenna and base station enhancements (demos)
34:29 – Role of #AI in #networks – Intent-based, higher network traffic
38:48 – #EdgeAI / #DistributedAI discussion
40:40 – Closing
