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Huawei's AI Scandal Just Exploded--And Investors Should Be Paying Attention
Huawei's AI Scandal Just Exploded--And Investors Should Be Paying Attention

Yahoo

time07-07-2025

  • Business
  • Yahoo

Huawei's AI Scandal Just Exploded--And Investors Should Be Paying Attention

Huawei is pushing backhard. Over the weekend, its secretive Noah's Ark Lab broke from its usual silence to address accusations that its new AI model, Pangu Pro MoE, borrowed code without proper credit. The model, which runs on Huawei's own Ascend chips (their homegrown answer to Nvidia's GPUs), had its source code picked apart on GitHub, where a group dubbed HonestAGI claimed it spotted unacknowledged code fragments. That post vanished. But another one, titled Pangu's Sorrow, quickly followedalleging that Huawei's team had been under intense pressure to deliver and fell behind domestic rivals in the race. In a rare rebuttal, Huawei said it fully complied with open-source licenses and welcomed technical discussion, not speculation. This isn't just a code reviewit's a window into the internal pressure mounting inside China's AI champions. With Alibaba and DeepSeek making waves and catching investor attention, Huawei's rare public statement signals how high the stakes are becoming. The companylong a symbol of China's tech self-sufficiencynow finds itself on the defensive in one of the hottest battlegrounds: sovereign AI. The fact that Huawei had to respond at all speaks volumes. IP compliance, innovation speed, and trust are no longer soft issuesthey're table stakes in an environment where reputations are earned (or lost) in public. For global investors watching the AI value chainfrom chipmakers like Nvidia (NASDAQ:NVDA) to downstream platforms like Tesla (NASDAQ:TSLA)this is another flashing signal. The game isn't just about who builds the fastest model. It's also about who's playing fair, who's shipping on time, and who's earning credibility in a world that increasingly demands transparency. As China's AI ecosystem matures, these reputational battles could become just as important as the hardware wars. This article first appeared on GuruFocus.

Huawei's leadership shuffle at research arm Noah's Ark Lab signals heated AI competition
Huawei's leadership shuffle at research arm Noah's Ark Lab signals heated AI competition

South China Morning Post

time18-03-2025

  • Business
  • South China Morning Post

Huawei's leadership shuffle at research arm Noah's Ark Lab signals heated AI competition

Huawei Technologies has named a new head at its artificial intelligence (AI) research arm, according to a Chinese media report, as domestic competition among Big Tech firms and start-ups in this field intensifies. Advertisement Shenzhen -based Huawei promoted Noah's Ark Lab senior researcher Wang Yunhe as leader of the AI research unit, replacing previous head Yao Jun, according to a report on Monday by Chinese tech media Leiphone, citing people familiar with the matter. The leadership change might lead to further personnel adjustments at the unit, the report said. Huawei did not immediately respond to a request for comment on Tuesday. The move reflects how US-sanctioned Huawei is bolstering its AI capabilities with a young engineer like Wang – who works on areas such as deep learning, model compression and computer vision at Noah's Ark Lab – amid a heightened search for talent in the nascent domestic AI sector. Advertisement

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